First Citizens Investor Services, Inc
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
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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
Edward Turrisi Work History
Edward has 10 years of experience.
First Citizens Investor Services
20/20 Vision Center
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
The Washington Trust Company
Johnston & Wales University
Edward Turrisi 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.