Brian
Anderson
First Citizens Investor Services, Inc
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About this Advisor
Brian Anderson is a financial advisor operating in Raleigh, North Carolina with a total of 1 year of industry experience. Anderson is on the advisory team at First Citizens Investor Services, Inc. Their career trajectory has included roles at Missing Pieces, Charles Schwab & Co., Inc, Charles Schwab Bank, Td Ameritrade, Uncovered, The Prudential Insurance Company Of America, Pruco Securities, LLC, Pnc Investments, First Citizens Investor Services, State Employees Credit Union, Harry'S Guitar Shop, Hendrick Chevrolet and Doordash. Anderson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. First Citizens Investor Services, Inc is an advisory company that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 people on staff. It controls $2 billion in assets across its 5,949 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 5,949 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a wide range of services, such as 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 the type of financial services provided. Fee types charged by First Citizens Investor Services, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
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
Brian Anderson Work History
Brian has been registered as a financial advisor for 1 years.*
First Citizens Investor Services
State Employees Credit Union
Harry'S Guitar Shop
Hendrick Chevrolet
Doordash
The Prudential Insurance Company Of America
Pruco Securities, LLC
Pnc Investments
Td Ameritrade
Uncovered
Missing Pieces
Charles Schwab Bank
Charles Schwab & Co., Inc
*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 Brian Anderson 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
Durham, NC
Mount Pleasant, SC
Wilmington, NC
Hartsville, SC
Charlotte, NC
Charleston, SC
Raleigh, NC
Goldsboro, NC
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.
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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.
