Brandon
Johnson

First Citizens Investor Services, Inc

CRD#5949344
Investment Advisor
in Mooresville, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brandon Johnson is a financial advisor operating out of Mooresville, North Carolina, with 4 years of industry experience. Johnson works at First Citizens Investor Services, Inc. Their career trajectory has included roles at Bank Of America, Pnc Investments, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, First Citizens Bank, First Citizens Investor Services and Pnc Bank. Johnson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. First Citizens Investor Services, Inc is a company operating out of Raleigh, NC. The company has offices in 73 locations and a total of 250 people on staff. It administers $2 billion in assets across its 5,949 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 5,949 accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets. First Citizens Investor Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. However, fee types billed by First Citizens Investor Services, Inc likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

150 Williamson Rd.
Mooresville, NC 28117

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,526,535,778

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

250

NC Average: 22
Total Number of Accounts

5,949

NC Average: 1,917
Average Account Size

$256,604

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

Brandon Johnson Work History

Brandon has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

First Citizens Bank

2019 - Present (5 years)

First Citizens Investor Services

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Pnc Investments

2014 - 2016 (2 years)

Pnc Bank

2012 - 2014 (2 years)

Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Johnson 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

James Whitt
Charlotte, NC
Cynthia Williams
Columbia, SC
Brett Mcdonough
Wilmington, NC
Christopher Gruin
Charlotte, NC
Albert Stephens
Charlotte, NC
Deborah Wright
Goldsboro, NC
David Walters
Wilmington, NC
Michael Williamson
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started