James
Earle
First Citizens Investor Services, Inc
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About this Advisor
James Earle is a financial advisor based in New Bern, North Carolina, working with First Citizens Investor Services, Inc. James has previously held positions at Axa Advisors, Pruco Securities, LLC, The Prudential Insurance Company Of America, and First Citizens Investor Services. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, James is part of First Citizens Investor Services, Inc, which operates out of New Bern, 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
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
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
First Citizens Investor Services
Pruco Securities, LLC
The Prudential Insurance Company Of America
Axa Advisors
Disclosures
Please visit the SEC profile of James Earle 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
Charlotte, NC
Atlanta, GA
Columbia, SC
Wilmington, NC
Raleigh, NC
Raleigh, NC
Clinton, NC
Boston, MA
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