Kenneth
Marsh

First Citizens Investor Services, Inc

CRD#4374091
Investment Advisor
in Raleigh, NC
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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

Series 66, Certified Financial Planner

Years of Experience

28 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

$732,470,411

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

153

NC Average: 22
Total Number of Accounts

2,713

NC Average: 1,917
Average Account Size

$269,985

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

Kenneth Marsh Work History

Kenneth has 28 years of experience.

2011 - Present (8 years)

First Citizens Bank

2011 - Present (8 years)

First Citizens Investor Services

2007 - 2011 (4 years)

Wachovia Securities, LLC

1990 - 2011 (21 years)

Wachovia Bank, Na

Disclosures

Kenneth Marsh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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