Mitchell
Johnson

First Citizens Investor Services, Inc

CRD#5686750
Investment Advisor
in Wilmington, NC

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About this Advisor

Mitchell Johnson is an investment advisor whose office is in Wilmington, North Carolina. Currently a registered financial advisor at First Citizens Investor Services, Inc, they have accrued 10 years of work experience in the financial advisory industry. Johnson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Johnson is able to serve customers based out of North Carolina. Throughout their career, they have worked at Wells Fargo Bank Na, Flanders Corp, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Bb&T Bank, Bb&T Investments, Bb&T Securities, LLC, Bb&T, First Citizen Bank and First Citizen Investor Services. First Citizens Investor Services, Inc is located in Wilmington, North Carolina, and has 72 offices in the nation. Overall, First Citizens Investor Services, Inc manages $981 million in assets throughout 3,584 client accounts and employs more than 175 people. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. First Citizens Investor Services, Inc provides 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 66

Years of Experience

10 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

440 S. College Rd.
Wilmington, NC 28403

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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

Mitchell Johnson Work History

Mitchell has 10 years of experience.

2020 - Present (1 year)

First Citizen Bank

2020 - Present (1 year)

First Citizen Investor Services

2019 - 2020 (1 year)

Bb&T

2018 - 2020 (2 years)

Bb&T Securities, LLC

2017 - 2019 (2 years)

Bb&T Bank

2017 - 2020 (3 years)

Bb&T Investments

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2012 - 2014 (2 years)

Wells Fargo Bank Na

2011 - 2012 (1 year)

Flanders Corp

Disclosures

Mitchell Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Andrew White
Augusta, GA
Edward Turrisi
Greenville, NC
Ryan Hedlund
Columbia, SC
Leigh Ann Rotz
Raleigh, NC
Matthew Golden
Columbia, SC
John Swindell
Raleigh, NC
John Liddicoat
Raleigh, 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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