Brian
Karg

First Citizens Investor Services, Inc

CRD#6124455
Investment Advisor
in Wilmington, NC

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About this Advisor

Brian Karg is a financial advisor working out of Wilmington, North Carolina, who has been in the industry for 10 years. Karg is on the advisory team at First Citizens Investor Services, Inc. Throughout their career, they have worked at First Citizens Investor Services and First Citizens Bank. Karg holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in North Carolina. First Citizens Investor Services, Inc is a registered investment business based in Wilmington, North Carolina. The firm has offices in 72 locations and a total of 175 financial advisors. It controls $981 million in assets under management across its 3,584 accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 3,584 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. First Citizens Investor Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types billed by First Citizens Investor Services, Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

440 S. College Rd.
Wilmington, NC 28403

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

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

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

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

Brian Karg Work History

Brian has 10 years of experience.

2015 - Present (6 years)

First Citizens Investor Services

2010 - Present (11 years)

First Citizens Bank

2012 - 2013 (1 year)

First Citizens Investor Services

Disclosures

Brian Karg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Andrew White
Augusta, GA
Edward Turrisi
Greenville, NC
Ryan Hedlund
Columbia, SC
Leigh Ann Rotz
Raleigh, NC
Matthew Golden
Columbia, SC
John Swindell
Raleigh, NC
John Liddicoat
Raleigh, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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