Donna
Morris
First Citizens Investor Services, Inc
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About this Advisor
Donna Morris is a financial advisor based in Charlotte, North Carolina, working with First Citizens Investor Services, Inc. Donna has previously held positions at First Citizens Bank, First Citizens Investor Services, and Mo Ho Inc. Donna has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Donna is part of First Citizens Investor Services, Inc, which operates out of Charlotte, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
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
Donna Morris Work History
First Citizens Investor Services
Mo Ho Inc
First Citizens Investor Services
First Citizens Bank
Disclosures
Please visit the SEC profile of Donna Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Investor Services, Inc
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Charlotte, NC
Raleigh, NC
Clinton, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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