Kasie
Craven
First Citizens Investor Services, Inc
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About this Advisor
Kasie Craven is a financial advisor operating in Raleigh, North Carolina with a total of 1 year of industry experience. Craven is an advisor for First Citizens Investor Services, Inc. During their career, Craven has held roles at Blue Cross Blue Shield Of North Carolina, Hollow Rock Racquet Swim Club, Veritude / Fidelity Talentsource, Fidelity Brokerage Services LLC, Self-Employed Swim Lesson Instructor, North Carolina State University and First Citizens Investor Services. Craven maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in North Carolina. First Citizens Investor Services, Inc is a financial advisory company based in Raleigh, NC. The company has offices in 73 locations and a total of 250 people on staff. It controls $2 billion in assets under management across its 5,949 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 15 charities and foundations. Of its 5,949 accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in 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. Fees for financial advice are based on which service is provided. Fees billed by First Citizens Investor Services, Inc most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
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
Kasie Craven Work History
Kasie has been registered as a financial advisor for 1 years.*
First Citizens Investor Services
Veritude / Fidelity Talentsource
Fidelity Brokerage Services LLC
Blue Cross Blue Shield Of North Carolina
North Carolina State University
North Carolina State University
Hollow Rock Racquet Swim Club
Self-Employed Swim Lesson Instructor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kasie Craven 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
Columbia, SC
Raleigh, NC
Wilmington, NC
Charlotte, NC
Hartsville, SC
Charlotte, NC
Wilmington, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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