First Citizens Investor Services, Inc
About this Advisor
Isaac White is a certified financial planner operating out of Raleigh, North Carolina, with 10 years of financial industry experience. White works at First Citizens Investor Services, Inc. Over the course of their career, White has held roles at Fidelity Investments, A Wireless, Fidelity Personal And Workplace Advisors, First Citizens Investor Services and First Citizens Bank. White has Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in North Carolina. First Citizens Investor Services, Inc is a business that has its headquarters in Raleigh, North Carolina. The company has offices in 72 locations and a total of 175 advisors. It manages $981 million in assets between its 3,584 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 3,584 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. First Citizens Investor Services, Inc has 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. A financial advisor's fee schedules largely depend on the services provided. However, fee types charged by First Citizens Investor Services, Inc likely include 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
Isaac White Work History
Isaac has 10 years of experience.
First Citizens Investor Services
First Citizens Bank
Fidelity Personal And Workplace Advisors
Isaac White 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.