First Citizens Investor Services, Inc
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About this Advisor
Robert Dickinson is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered advisor at First Citizens Investor Services, Inc, they have gathered 11 years of experience in the financial advisory industry. Dickinson has a Series 63 license, certifying them as a securities agent. Dickinson is registered to operate in North Carolina. Throughout their career, Dickinson has worked at Aig Valic and First Citizens Investor Services. First Citizens Investor Services, Inc is headquartered in Raleigh, North Carolina, and has 72 other brick-and-mortar locations throughout the United States. Overall, First Citizens Investor Services, Inc oversees $733 million in assets across 2,713 accounts and employs more than 153 people. The amount of assets the firm manages places it among the larger firms in the country. 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 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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
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First Citizens Investor Services, Inc Brokerage Details
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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
Robert Dickinson Work History
Robert has 11 years of experience.
First Citizens Investor Services
Robert Dickinson has no disclosures.
Please visit their SEC profile for more details.