First Citizens Investor Services, Inc
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
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 10 years of experience.
First Citizens Investor Services
Robert Dickinson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at First Citizens Investor Services, Inc
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.