First Citizens Investor Services, Inc
About this Advisor
Thomas Owens is a financial advisor located in Hendersonville, North Carolina. Currently a registered advisor at First Citizens Investor Services, Inc, Owens has 13 years of work experience in the financial advisory industry. Owens holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Owens can act as a financial advisor based out of North Carolina. Over the course of their career, Owens has held roles at Suntrust Bank, Suntrust Investment Services, Inc, First Citizens Investor Services and First Citizens Bank. First Citizens Investor Services, Inc is headquartered in Hendersonville, North Carolina, and has 72 other offices in the United States. In total, First Citizens Investor Services, Inc oversees $981 million in assets throughout 3,584 client accounts and retains more than 175 people. The firm's total assets under management places it among the larger financial advisory 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 2% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable 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
Thomas Owens Work History
Thomas has 13 years of experience.
First Citizens Investor Services
First Citizens Bank
Suntrust Investment Services, Inc
Thomas Owens 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.