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 based in Raleigh, North Carolina, who has 10 years of professional experience. Dickinson is on the advisory team at First Citizens Investor Services, Inc. They have spent their complete employment at First Citizens Investor Services, Inc. Dickinson maintains a Series 63 license, certifying them as a securities broker, and can advise clients in North Carolina. First Citizens Investor Services, Inc is a registered investment firm that has its headquarters in Raleigh, North Carolina. The company has offices in 72 locations and a total of 175 financial advisors. It manages $981 million in assets under management between its 3,584 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises two charities and foundations. Of its 3,584 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The business offers a number 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 charged by financial advisors largely are based on the type of services offered. However, fees billed by First Citizens Investor Services, Inc most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

$980,920,651

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

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

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 10 years of experience.

2010 - Present (11 years)

First Citizens Investor Services

Disclosures

Robert Dickinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Andrew White
Augusta, GA
Edward Turrisi
Greenville, NC
Ryan Hedlund
Columbia, SC
Leigh Ann Rotz
Raleigh, NC
Matthew Golden
Columbia, SC
John Swindell
Raleigh, NC
John Liddicoat
Raleigh, NC

This content was compiled from the SEC and FINRA.

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.

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