Brandie
Fintchre

First Citizens Investor Services, Inc

CRD#4791987
Investment Advisor
in Raleigh, NC
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About this Advisor

Brandie Fintchre is a certified financial planner operating out of Raleigh, North Carolina, who has been in the industry for 17 years. Fintchre is an advisor for First Citizens Investor Services, Inc. Over the course of their career, Fintchre has held roles at Rbc Centura Bank, Pnc Investments and First Citizens Investor Services. Fintchre maintains a Series 63 license, designating them as a securities broker, and is able to serve investors in North Carolina. First Citizens Investor Services, Inc is an advisory firm that has its headquarters in Raleigh, North Carolina. The company has offices in 72 locations and a total of 153 employees. It controls $733 million in total assets among its 2,713 client accounts, placing it among the larger firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 2,713 accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. First Citizens Investor Services, Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. Fee types charged by First Citizens Investor Services, Inc likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 years

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

Disclosures

No

Office Location

4300 Six Forks Road
Raleigh, NC 27609

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$732,470,411

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

153

NC Average: 22
Total Number of Accounts

2,713

NC Average: 1,917
Average Account Size

$269,985

NC Average: $1,890,985

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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

Brandie Fintchre Work History

Brandie has 17 years of experience.

2017 - Present (2 years)

First Citizens Investor Services

2012 - 2017 (5 years)

Pnc Investments

2001 - 2012 (11 years)

Rbc Centura Bank

Disclosures

Brandie Fintchre has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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