Robert
Dickinson

First Citizens Investor Services, Inc

CRD#2465795
Investment Advisor
in Raleigh, NC
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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

Series 63, Certified Financial Planner

Years of Experience

11 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

4300 Six Forks Road
Raleigh, NC 27609

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$732,470,411

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

153

NC Average: 22
Total Number of Accounts

2,713

NC Average: 1,917
Average Account Size

$269,985

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

Robert Dickinson Work History

Robert has 11 years of experience.

2010 - Present (9 years)

First Citizens Investor Services

2007 - 2009 (2 years)

Aig Valic

Disclosures

Robert Dickinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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