Michael
Clark

First Citizens Investor Services, Inc

CRD#2862663
Investment Advisor
in Hendersonville, NC

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About this Advisor

Michael Clark is an investment advisor located in Hendersonville, North Carolina. Currently a registered financial advisor at First Citizens Investor Services, Inc, they have accrued 11 years of practice as a registered investment advisor. Clark maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Clark can operate in North Carolina. Over the course of their career, Clark has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, First Citizens Investor Services, First Citizens Bank and Fifth Third Securities. First Citizens Investor Services, Inc is headquartered in Hendersonville, North Carolina, and has 72 offices in the country. In aggregate, First Citizens Investor Services, Inc oversees $981 million in assets covering 3,584 client accounts and employs more than 175 people. The firm's total assets under management makes it one of the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. First Citizens Investor Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

539 N. Main St.
Hendersonville, NC 28792

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

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

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

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

Michael Clark Work History

Michael has 11 years of experience.

2018 - Present (3 years)

First Citizens Investor Services

2018 - Present (3 years)

First Citizens Bank

2017 - Present (4 years)

Fifth Third Securities

2016 - 2016 (< 1 year)

Wells Fargo Advisors

2016 - 2017 (1 year)

Wells Fargo Bank

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Michael Clark has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Robert Dickinson
Raleigh, NC
John Swindell
Raleigh, NC
David Bratcher
Atlanta, GA
Ryan Hedlund
Columbia, SC
Jacob Hedrick
King, NC
Isaac White
Raleigh, NC
Robert Johnson
Charlotte, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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