Randy
Driskill

First Citizens Investor Services, Inc

CRD#2420740
Investment Advisor
in Wilmington, NC

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About this Advisor

Randy Driskill is a financial advisor based in Wilmington, North Carolina, working with First Citizens Investor Services, Inc. Randy has previously held a position at First Citizens Investor Services, Inc. Randy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Randy is part of First Citizens Investor Services, Inc, which operates out of Wilmington, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

440 South College Road
Wilmington, NC 28403

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

NC Average: $3,625,019,099
Total Number of Employees

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

NC Average: $1,890,985

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

Randy Driskill Work History

2002 - Present (22 years)

First Citizens Investor Services, Inc

Disclosures

Please visit the SEC profile of Randy Driskill 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

Patrick Lane
Raleigh, NC
William Norman
Raleigh, NC
Dasha Harrell
Charlotte, NC
Robert Lane
Charlotte, NC
Albert Stephens
Charlotte, NC
Ryan Ferguson
Raleigh, NC
Timothy Sumner
Clinton, NC
Alexander Talley
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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