First Citizens Investor Services, Inc
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
Years of Experience
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First Citizens Investor Services, Inc Brokerage Details
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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.
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
Michael Clark has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at First Citizens Investor Services, Inc
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.