Charles
Johnson

First Citizens Investor Services, Inc

CRD#6313406
Investment Advisor
in Raleigh, NC
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About this Advisor

Charles Johnson is a certified financial planner in Raleigh, North Carolina. Currently an investment advisor at First Citizens Investor Services, Inc, they have gathered 11 years of work experience as a financial advisor. Johnson maintains a Series 63 license, qualifying them as a securities broker. Johnson can work with clients based out of North Carolina. Over the course of their career, they have held roles at Kangaroo Express, First Citizens Bank, First Citizens Investor Services, Campbell University and Mcdonalds. First Citizens Investor Services, Inc is headquartered in Raleigh, North Carolina, and operates out of 72 other offices throughout the United States. Overall, First Citizens Investor Services, Inc oversees $733 million in assets across 2,713 client accounts and retains more than 153 people. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. First Citizens Investor Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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

$789,738,688

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

177

NC Average: 22
Total Number of Accounts

3,330

NC Average: 1,917
Average Account Size

$237,159

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

Charles Johnson Work History

Charles has 11 years of experience.

2015 - Present (4 years)

First Citizens Investor Services

2013 - Present (6 years)

First Citizens Bank

2012 - 2012 (< 1 year)

Kangaroo Express

2012 - 2013 (1 year)

Campbell University

2012 - 2012 (< 1 year)

Mcdonalds

2012 - 2013 (1 year)

Campbell University

2007 - 2011 (4 years)

Campbell University

Disclosures

Charles Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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