Craig
Shively

First Citizens Investor Services, Inc

CRD#6372818
Investment Advisor
in Charlotte, NC

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About this Advisor

Craig Shively is a financial advisor operating in Charlotte, North Carolina, who has been in the advisory business for 10 years. Shively is on the advisory team at First Citizens Investor Services, Inc. Throughout their career, they have worked at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Farmers Insurance Group, Lowes Home Improvement, Student, Wells Fargo Clearing Services, LLC, Allstate, First Citizens Investor Services and First Citizens Bank. Shively holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. First Citizens Investor Services, Inc is an advisory company operating out of Charlotte, North Carolina. The firm has offices in 72 locations and a total of 175 employees. It oversees $981 million in assets between its 3,584 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 3,584 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs 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 for financial management largely are based on which services the firm provides the client. Fees billed by First Citizens Investor Services, Inc can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

128 South Tryon Street
Charlotte, NC 28202

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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

Craig Shively Work History

Craig has 10 years of experience.

2019 - Present (2 years)

First Citizens Investor Services

2019 - Present (2 years)

First Citizens Bank

2018 - 2019 (1 year)

Wells Fargo Clearing Services, LLC

2018 - 2018 (< 1 year)

Allstate

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2012 - 2019 (7 years)

Wells Fargo Bank Na

2011 - 2012 (1 year)

Farmers Insurance Group

2011 - 2012 (1 year)

Lowes Home Improvement

2010 - 2011 (1 year)

Student

Disclosures

Craig Shively has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Matthew Golden
Columbia, SC
Ryan Hedlund
Columbia, SC
Edward Turrisi
Greenville, NC
Craig Shively
Charlotte, NC
Robert Dickinson
Raleigh, NC
Sarah Scheld
Huntersville, NC
Debra Keough
Irmo, SC
Mitchell Johnson
Wilmington, 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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