First Citizens Investor Services, Inc
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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
Years of Experience
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First Citizens Investor Services, Inc Brokerage Details
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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.
First Citizens Investor Services
First Citizens Bank
Charles Johnson has no disclosures.
Please visit their SEC profile for more details.