Isaac
White

First Citizens Investor Services, Inc

CRD#6135638
Investment Advisor
in Raleigh, NC

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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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

4300 Six Forks Road
Raleigh, NC 27609

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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

Isaac White Work History

Isaac has 10 years of experience.

2019 - Present (2 years)

First Citizens Investor Services

2019 - Present (2 years)

First Citizens Bank

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2011 - 2019 (8 years)

Fidelity Investments

2010 - 2011 (1 year)

A Wireless

Disclosures

Isaac White has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Matthew Golden
Columbia, SC
Ryan Hedlund
Columbia, SC
Edward Turrisi
Greenville, NC
Craig Shively
Charlotte, NC
Robert Dickinson
Raleigh, NC
Sarah Scheld
Huntersville, NC
Debra Keough
Irmo, SC
Mitchell Johnson
Wilmington, 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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