First Citizens Investor Services, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
First Citizens Investor Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
First Citizens Investor Services
Saybrus Equity Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
John Liddicoat has no disclosures.
Please visit their SEC profile for more details.