First Citizens Investor Services, Inc
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
First Citizens Investor Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
First Citizen Bank
First Citizen Investor Services
Bb&T Securities, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Mitchell Johnson 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.