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 operating in Raleigh, North Carolina, with a total of 18 years of work experience. Liddicoat works at First Citizens Investor Services, Inc. The advisor has gained experience at First Citizens Investor Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Nfp Securities, Saybrus Partners and Saybrus Equity Services, Inc. Liddicoat has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. First Citizens Investor Services, Inc is a registered investment firm that has its headquarters in Raleigh, North Carolina. The company has offices in 72 locations and a total of 153 advisors. It manages $733 million in assets between its 2,713 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 2,713 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets. First Citizens Investor Services, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the services provided. Fee types billed by First Citizens Investor Services, Inc most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

$789,738,688

NC Average: $3,625,019,099
Total Number of Employees

177

NC Average: 22
Total Number of Accounts

3,330

NC Average: 1,917
Average Account Size

$237,159

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 18 years of experience.

2017 - Present (2 years)

First Citizens Investor Services

2016 - 2017 (1 year)

Saybrus Partners

2016 - 2017 (1 year)

Saybrus Equity Services, Inc

2010 - 2015 (5 years)

Nfp Securities

2000 - 2010 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

John Liddicoat has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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