Mitchell
Johnson
First Citizens Investor Services, Inc
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About this Advisor
Mitchell Johnson is a financial advisor based in Wilmington, North Carolina with 3 years of relevant experience. Johnson is currently employed by First Citizens Investor Services, Inc. Throughout their career, Johnson has worked at Wells Fargo Bank Na, 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. Johnson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. First Citizens Investor Services, Inc is an advisory firm that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 employees. It manages $2 billion in assets across its 5,949 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 15 charitable organizations. Of its 5,949 customer accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. First Citizens Investor Services, Inc has a wide set 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 largely vary depending on which services are offered. Fees billed by First Citizens Investor Services, Inc can be 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
Mitchell Johnson Work History
Mitchell has been registered as a financial advisor for 3 years.*
First Citizen Bank
First Citizen Investor Services
Bb&T
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
*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 Mitchell Johnson 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
Columbia, SC
Charlotte, NC
Mount Pleasant, SC
Hartsville, SC
Raleigh, NC
Wilmington, NC
Wilmington, 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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