Gary
Faulkner

First Citizens Investor Services, Inc

CRD#2490687
Investment Advisor
in Hendersonville, NC

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About this Advisor

Gary Faulkner is a certified financial planner based in Hendersonville, North Carolina, who has been in the financial industry for 18 years. Faulkner is on the advisory team at First Citizens Investor Services, Inc. Throughout their career, they have worked at First-Citizens Bank & Trust Company and First Citizens Investor Services, Inc. Faulkner holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in North Carolina. First Citizens Investor Services, Inc is a business that has its headquarters in Hendersonville, North Carolina. The company has offices in 72 locations and a total of 175 employees. It controls $981 million in assets under management across its 3,584 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 3,584 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. First Citizens Investor Services, Inc provides 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 typically are based on the type of financial services offered. Fee types charged by First Citizens Investor Services, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

18 years

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

Disclosures

No

Office Location

539 N. Main St.
Hendersonville, NC 28792

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

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

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

NC Average: $1,890,985

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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

Gary Faulkner Work History

Gary has 18 years of experience.

2002 - Present (19 years)

First-Citizens Bank & Trust Company

2002 - Present (19 years)

First Citizens Investor Services, Inc

Disclosures

Gary Faulkner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Robert Dickinson
Raleigh, NC
John Swindell
Raleigh, NC
David Bratcher
Atlanta, GA
Ryan Hedlund
Columbia, SC
Jacob Hedrick
King, NC
Isaac White
Raleigh, NC
Robert Johnson
Charlotte, NC

This content was compiled from the SEC and FINRA.

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.

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