Austin
Nelms
First Citizens Investor Services, Inc
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About this Advisor
Austin Nelms is a financial advisor based in Clemmons, North Carolina, working with First Citizens Investor Services, Inc. Austin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Foreign Cars Italia Greensboro, East Carolina University, Guilford Technical Community College, Bank Of America, N.A, Bankers Life And Casualty, Bankers Life Securities, Bankers Life Advisory Services, First Citizens Bank, and First Citizens Investor Services. Austin has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Austin is part of First Citizens Investor Services, Inc, which operates out of Clemmons, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Austin Nelms Work History
First Citizens Investor Services
First Citizens Bank
First Citizens Investor Services
Bankers Life And Casualty
Bankers Life Securities
Bankers Life Advisory Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Foreign Cars Italia Greensboro
East Carolina University
Guilford Techincal Community College
Disclosures
Please visit the SEC profile of Austin Nelms to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Investor Services, Inc
Charlotte, NC
Raleigh, NC
Raleigh, NC
Goldsboro, NC
Columbia, SC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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