Matthew
Worthington
First Citizens Investor Services, Inc
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About this Advisor
Matthew Worthington is a financial advisor who works in Raleigh, North Carolina with 1 year of relevant experience. Worthington is an advisor for First Citizens Investor Services, Inc. During their career, the advisor has held roles at Virginia Asset Management, Minnesota Life Insurance Co, Securian Financial Services Inc, Yellowstone Landscape, Mutch Landscaping, Publix Supermarkets, Randolph-Macon College, Green Hope High School, Salem Middle School and First Citizens Investor Services. Worthington holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. First Citizens Investor Services, Inc is an advisory firm operating out of Raleigh, NC. It has offices in 73 locations and a total of 250 financial advisors. It controls $2 billion in assets between its 5,949 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 15 charitable organizations. Of its 5,949 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on the financial services provided. However, fee types charged by First Citizens Investor Services, Inc can consist 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
Matthew Worthington Work History
Matthew has been registered as a financial advisor for 1 years.*
First Citizens Investor Services
Virginia Asset Management
Minnesota Life Insurance Co
Securian Financial Services Inc
Yellowstone Landscape
Mutch Landscaping
Randolph-Macon College
Publix Supermarkets
Green Hope High School
Salem Middle School
*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 Matthew Worthington 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
Raleigh, NC
Charleston, SC
Durham, NC
Columbia, SC
Wilmington, NC
Charlotte, NC
Mount Pleasant, SC
Hartsville, SC
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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