Michael
Clark
First Citizens Investor Services, Inc
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About this Advisor
Michael Clark is a financial advisor working in Hendersonville, North Carolina who has 5 years of relevant experience. Clark is currently employed by First Citizens Investor Services, Inc. Over the course of their career, Clark has held roles at Wells Fargo Advisors, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, Fifth Third Securities, First Citizens Investor Services, First Citizens Bank and Merrill Lynch, Pierce, Fenner & Smith Inc. Clark holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in North Carolina. First Citizens Investor Services, Inc is an advisory business headquartered in Raleigh, NC. The investment advisory business has offices in 73 locations and a total of 250 advisors. It controls $2 billion in assets under management across its 5,949 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 15 charities and foundations. Of its 5,949 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. First Citizens Investor Services, Inc offers a broad 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. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types charged by First Citizens Investor Services, Inc most likely are comprised 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
Michael Clark Work History
Michael has been registered as a financial advisor for 5 years.*
First Citizens Investor Services
First Citizens Bank
Fifth Third Securities
Wells Fargo Advisors
Wells Fargo Bank
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Michael Clark 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
Hartsville, SC
Durham, NC
Wilmington, NC
Wilmington, NC
Charlotte, NC
Charlotte, NC
Raleigh, 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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