Edward
Turrisi
First Citizens Investor Services, Inc
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About this Advisor
Edward Turrisi is an advisor based in Greenville, North Carolina. Currently a registered advisor with First Citizens Investor Services, Inc, Turrisi has 10 years of professional experience in the financial advisory industry. Turrisi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Turrisi can act as an advisor based out of North Carolina. During their career, Turrisi has held roles at Wells Fargo Advisors, The Washington Trust Company, Johnston & Wales University, Edward Jones, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, 20/20 Vision Center and First Citizens Investor Services. First Citizens Investor Services, Inc is based out of Greenville, North Carolina, and operates out of 72 locations in the nation. In total, First Citizens Investor Services, Inc manages $981 million in assets covering 3,584 client accounts and retains more than 175 people. The firm's total assets under management makes it one of the bigger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. First Citizens Investor Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$980,920,651
175
3,584
$273,694
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Edward Turrisi Work History
Edward has 10 years of experience.
First Citizens Investor Services
20/20 Vision Center
Edward Jones
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
The Washington Trust Company
Johnston & Wales University
Disclosures
Edward Turrisi has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at First Citizens Investor Services, Inc
Columbia, SC
Wilmington, NC
Columbia, SC
Charlotte, NC
Charlotte, NC
Huntersville, NC
Irmo, SC
Augusta, GA
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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.