First Citizens Investor Services, Inc
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About this Advisor
Kenneth Marsh is a certified financial planner in Raleigh, North Carolina. Currently an advisor at First Citizens Investor Services, Inc, Marsh has a notable 28 years of work experience in the financial advisory industry. Marsh holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Marsh is able to work with customers based out of North Carolina. Over the course of their career, Marsh has held roles at Wachovia Bank, Na, Wachovia Securities, LLC, First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc is headquartered in Raleigh, North Carolina, and has 72 additional brick-and-mortar locations in the country. As a company, First Citizens Investor Services, Inc manages $733 million in assets throughout 2,713 client accounts and employs more than 153 people. The amount of assets the firm manages places it among the bigger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. First Citizens Investor Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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First Citizens Investor Services, Inc Brokerage Details
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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
Kenneth Marsh Work History
Kenneth has 28 years of experience.
First Citizens Bank
First Citizens Investor Services
Wachovia Securities, LLC
Wachovia Bank, Na
Kenneth Marsh has no disclosures.
Please visit their SEC profile for more details.