James
Earle

First Citizens Investor Services, Inc

CRD#6246218
Investment Advisor
in New Bern, NC

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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

Series 63, Series 66

Years of Experience

15 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

3490 Martin Luther King Jr. Blvd.
New Bern, NC 28562

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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

James Earle Work History

James has 15 years of experience.

2017 - Present (4 years)

First Citizens Investor Services

2015 - 2017 (2 years)

Pruco Securities, LLC

2015 - 2017 (2 years)

The Prudential Insurance Company Of America

2014 - 2015 (1 year)

Axa Advisors

2011 - 2014 (3 years)

Fidelity Investments

2011 - 2012 (1 year)

Fc United

2011 - 2011 (< 1 year)

Mascenic High School

2010 - 2010 (< 1 year)

Mascenic High School

2008 - 2010 (2 years)

Nike Offense-Defense Sports Camps

2005 - 2010 (5 years)

Franklin Pierce University

Disclosures

James Earle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Brian Karg
Wilmington, NC
Ryan Hedlund
Columbia, SC
David Bratcher
Atlanta, GA
Channing Hamby
Hayesville, NC
John Liddicoat
Raleigh, NC
John Swindell
Raleigh, NC
Debra Keough
Irmo, SC

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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