Austin
Nelms

First Citizens Investor Services, Inc

CRD#7089263
Investment Advisor
in Clemmons, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2262 Lewisville-Clemmons Road
Clemmons, NC 27012

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

NC Average: $3,625,019,099
Total Number of Employees

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

NC Average: $1,890,985

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

2022 - Present (2 years)

First Citizens Investor Services

2021 - 2022 (1 year)

First Citizens Bank

2021 - 2022 (1 year)

First Citizens Investor Services

2020 - 2021 (1 year)

Bankers Life And Casualty

2020 - 2021 (1 year)

Bankers Life Securities

2020 - 2021 (1 year)

Bankers Life Advisory Services

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2019 (1 year)

Foreign Cars Italia Greensboro

2015 - 2018 (3 years)

East Carolina University

2013 - 2015 (2 years)

Guilford Techincal Community College

Created with Highcharts 6.0.7

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

Jessie Mccollough
Raleigh, NC
Richard Warren
Atlanta, GA
Robert Lane
Charlotte, NC
William Norman
Raleigh, NC
Joseph Zarzycki
Raleigh, NC
Staci Mills
Charlotte, NC
Timothy Sumner
Clinton, NC
Michael Taylor
Wilmington, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started