First Citizens Investor Services, Inc
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
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
Craig Shively Work History
Craig has 10 years of experience.
First Citizens Investor Services
First Citizens Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Farmers Insurance Group
Lowes Home Improvement
Craig Shively has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at First Citizens Investor Services, Inc
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.