Tammy
Clement
First Citizens Investor Services, Inc
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About this Advisor
Tammy Clement is a financial advisor based in Winston Salem, North Carolina with a total of 6 years of relevant experience. Clement currently works for First Citizens Investor Services, Inc. They have spent their whole career at First Citizens Investor Services, Inc. Clement holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in North Carolina. First Citizens Investor Services, Inc is a registered investment business operating out of Raleigh, NC. The firm has offices in 73 locations and a total of 250 financial advisors. It controls $2 billion in assets under management across its 5,949 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 5,949 customer accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets. First Citizens Investor Services, Inc has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. However, fee types charged by First Citizens Investor Services, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
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
Tammy Clement Work History
Tammy has been registered as a financial advisor for 6 years.*
First Citizens Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tammy Clement 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
Columbia, SC
Goldsboro, NC
Wilmington, NC
Raleigh, NC
Charlotte, NC
Mount Pleasant, SC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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