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 based in Raleigh, North Carolina with 12 years of relevant experience. Marsh works at First Citizens Investor Services, Inc. Throughout their career, Marsh has worked at First Citizens Bank and First Citizens Investor Services. Marsh has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. First Citizens Investor Services, Inc is a firm based in Raleigh, NC. The company has offices in 73 locations and a total of 250 employees. It administers $2 billion in assets between its 5,949 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 5,949 client accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on which services are provided. Fee types billed by First Citizens Investor Services, Inc most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 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

Office Location

4300 Six Forks Road
Raleigh, NC 27609

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,526,535,778

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

250

NC Average: 22
Total Number of Accounts

5,949

NC Average: 1,917
Average Account Size

$256,604

NC Average: $1,890,985

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 been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

First Citizens Bank

2011 - Present (13 years)

First Citizens Investor Services

*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 Kenneth Marsh 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

Deborah Wright
Goldsboro, NC
Ricky Sloan
Raleigh, NC
Michael Williamson
Mount Pleasant, SC
Dominic Sirkin
Durham, NC
Cynthia Williams
Columbia, SC
Brett Mcdonough
Wilmington, NC
Lang Macbain
Raleigh, NC
David Walters
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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