John
Liddicoat

First Citizens Investor Services, Inc

CRD#2300904
Investment Advisor
in Raleigh, NC

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About this Advisor

John Liddicoat is a certified financial planner who works out of Raleigh, North Carolina, who has 10 years of financial industry experience. Liddicoat is an advisor for First Citizens Investor Services, Inc. Throughout their career, they have worked at First Citizens Investor Services, Saybrus Equity Services, Inc, Nfp Securities and Saybrus Partners. Liddicoat maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. First Citizens Investor Services, Inc is a financial advisory firm based out of Raleigh, North Carolina. It has offices in 72 locations and a total of 175 financial advisors. It handles $981 million in total assets across its 3,584 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 3,584 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. First Citizens Investor Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on which services are offered. However, fee types charged by First Citizens Investor Services, Inc likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

John Liddicoat Work History

John has 10 years of experience.

2017 - Present (4 years)

First Citizens Investor Services

2016 - 2017 (1 year)

Saybrus Equity Services, Inc

2016 - 2017 (1 year)

Saybrus Partners

2010 - 2015 (5 years)

Nfp Securities

Disclosures

John Liddicoat has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Albert Stephens
Charlotte, NC
Mitchell Johnson
Wilmington, NC
Channing Hamby
Hayesville, NC
Ryan Hedlund
Columbia, SC
Andrew White
Augusta, GA
Brian Karg
Wilmington, NC
John Swindell
Raleigh, NC
Leigh Ann Rotz
Raleigh, 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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