Michael
Taylor
First Citizens Investor Services, Inc
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About this Advisor
Michael Taylor is a financial advisor working in Columbia, South Carolina who has 1 year of industry experience. Taylor is currently employed by First Citizens Investor Services, Inc. Their career trajectory has included roles at Edward Jones, Murphy Family Ventures, Country Club Of Landfall, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, First Citizens Investor Services and First-Citizens Bank & Trust Company. Taylor holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. First Citizens Investor Services, Inc is an advisory firm headquartered in Raleigh, NC. It has offices in 73 locations and a total of 250 employees. It manages $2 billion in assets under management across its 5,949 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 5,949 client accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets available to invest. First Citizens Investor Services, Inc provides a number 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 for financial management typically are based on the type of financial services. However, fees charged by First Citizens Investor Services, Inc most likely include 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 Taylor Work History
Michael has been registered as a financial advisor for 1 years.*
First Citizens Investor Services
First-Citizens Bank & Trust Company
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Edward Jones
Murphy Family Ventures
Country Club Of Landfall
*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 Taylor 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
Goldsboro, NC
Wilmington, NC
Charlotte, NC
Charleston, SC
Durham, NC
Raleigh, NC
Hartsville, SC
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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