First Citizens Investor Services, Inc
About this Advisor
James Earle is a financial advisor who works out of New Bern, North Carolina, with a total of 15 years of professional experience. Earle is an advisor for First Citizens Investor Services, Inc. Throughout their career, they have worked at Franklin Pierce University, Fidelity Investments, Fc United, Mascenic High School, Nike Offense-Defense Sports Camps, Axa Advisors, Pruco Securities, LLC, The Prudential Insurance Company Of America and First Citizens Investor Services. Earle holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in North Carolina. First Citizens Investor Services, Inc is a financial advisory business based out of New Bern, North Carolina. The investment advisory business has offices in 72 locations and a total of 175 people on staff. It administers $981 million in assets among its 3,584 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 3,584 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. First Citizens Investor Services, Inc offers 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by First Citizens Investor Services, Inc likely include some blend of 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
James Earle Work History
James has 15 years of experience.
First Citizens Investor Services
Pruco Securities, LLC
The Prudential Insurance Company Of America
Mascenic High School
Mascenic High School
Nike Offense-Defense Sports Camps
Franklin Pierce University
James Earle 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.