Timothy
Nugent

First Citizens Investor Services, Inc

CRD#4165945
Investment Advisor
in Raleigh, NC
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About this Advisor

Timothy Nugent is a certified financial planner based in Raleigh, North Carolina, who has been in the advisory business for 15 years. Nugent currently works for First Citizens Investor Services, Inc. During their career, Nugent has held roles at Wachovia Securities, LLC-Isg, First Citizens Bank, First Citizens Investor Services, Brilliant Enterprises, LLC, Fidelity Brokerage Services LLC, Suntrust Bank, Suntrust Investment Services Inc and Suntrust Advisory Services. Nugent holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. First Citizens Investor Services, Inc is a business that has its headquarters in Raleigh, North Carolina. The company has offices in 72 locations and a total of 153 advisors. It handles $733 million in assets under management among its 2,713 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 2,713 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. First Citizens Investor Services, Inc provides 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 typically are based on the type of services offered. However, fee types billed by First Citizens Investor Services, Inc may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

Timothy Nugent Work History

Timothy has 15 years of experience.

2017 - Present (2 years)

First Citizens Investor Services

2016 - Present (3 years)

First Citizens Bank

2016 - 2016 (0 years)

Suntrust Advisory Services

2014 - 2014 (0 years)

Suntrust Bank

2014 - 2016 (2 years)

Suntrust Investment Services Inc

2013 - 2014 (1 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 years)

Brilliant Enterprises, LLC

2009 - 2012 (3 years)

First Citizens Bank

2009 - 2012 (3 years)

First Citizens Investor Services

2003 - 2009 (6 years)

Wachovia Securities,LLC-Isg

Disclosures

Timothy Nugent has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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