Lang
Macbain

First Citizens Investor Services, Inc

CRD#6709315
Investment Advisor
in Raleigh, NC

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About this Advisor

Lang Macbain is a financial advisor based in Raleigh, North Carolina, working with First Citizens Investor Services, Inc. Lang has previously held positions at First Citizens Investor Services, First Citizens Bank, and Bb&T. Lang has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Lang is part of First Citizens Investor Services, Inc, which operates out of Raleigh, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

4400 Six Forks Road
Raleigh, NC 27609

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

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

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

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

Lang Macbain Work History

2019 - Present (5 years)

First Citizens Investor Services

2016 - 2019 (3 years)

First Citizens Investor Services

2016 - 2019 (3 years)

First Citizens Bank

2013 - 2016 (3 years)

Bb&T

Disclosures

Please visit the SEC profile of Lang Macbain 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

Andrea Gilbert
Phoenix, AZ
Haley Mckenna
Raleigh, NC
Joseph Zarzycki
Raleigh, NC
Erica Gahm
Raleigh, NC
Katie Peeden
Raleigh, NC
Patrick Lane
Raleigh, NC
Dasha Harrell
Charlotte, NC
William Norman
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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