Felicia
Stitt

First Citizens Investor Services, Inc

CRD#7309374
Investment Advisor
in Jacksonville, NC

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About this Advisor

Felicia Stitt is a financial advisor based in Jacksonville, North Carolina, working with First Citizens Investor Services, Inc. Felicia has previously held positions at Equitable Advisors, LLC, Vitamin Shoppe, Pancho Villa Mexican Restaurant, Red Roof Inn, Little Caesars, University Of North Carolina Wilmington, Muskegon Community College, Fremont Public Schools, First Citizens Investor Services, and First Citizens Bank. Felicia has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Felicia is part of First Citizens Investor Services, Inc, which operates out of Jacksonville, 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

Series 66

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

Office Location

302-B Western Boulevard
Jacksonville, NC 28546

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

NC Average: $3,625,019,099
Total Number of Employees

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

NC Average: $1,890,985

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

Felicia Stitt Work History

2023 - Present (2 years)

First Citizens Investor Services

2022 - 2023 (1 year)

First Citizens Investor Services

2022 - 2023 (1 year)

First Citizens Bank

2020 - 2022 (2 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Vitamin Shoppe

2018 - 2019 (1 year)

Pancho Villa Mexican Restaurant

2018 - 2018 (< 1 year)

Red Roof Inn

2018 - 2020 (2 years)

University Of North Carolina Wilmington

2017 - 2017 (< 1 year)

Little Caesars

2015 - 2018 (3 years)

Muskegon Community College

2005 - 2017 (12 years)

Fremont Public Schools

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Felicia Stitt 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

Patrick Lane
Raleigh, NC
James Earle
New Bern, NC
Joseph Zarzycki
Raleigh, NC
Timothy Sumner
Clinton, NC
Alexander Talley
Raleigh, NC
Haley Mckenna
Raleigh, NC
Robert Lane
Charlotte, NC
Michael Taylor
Wilmington, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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