William
Blackwood
First Citizens Asset Management, Inc
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About this Advisor
William Blackwood is a financial advisor who works out of Raleigh, North Carolina, with a total of 6 years of relevant experience. Blackwood is on the advisory team at First Citizens Asset Management, Inc. Throughout their career, they have worked at First Citizens Bank, First Citizens Investor Services and First Citizens Asset Management, Inc. Blackwood maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. First Citizens Asset Management, Inc is a registered investment firm operating out of Raleigh, NC. The investment advisory business has offices in 23 locations and a total of 49 people on staff. It administers $274 million in assets between its 1,273 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to two charities and foundations. Of its 1,273 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. First Citizens Asset Management, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on which service is offered. Fees billed by First Citizens Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Asset Management, Inc Brokerage Details
$273,656,161
49
1,273
$214,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William Blackwood Work History
William has been registered as a financial advisor for 6 years.*
First Citizens Asset Management, Inc
First Citizens Investor Services
First Citizens Bank
First Citizens Investor Services
*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 William Blackwood 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 Asset Management, Inc
Raleigh, NC
Atlanta, GA
Raleigh, NC
Raleigh, NC
Charlotte, NC
Columbia, SC
Raleigh, NC
Raleigh, 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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