William
Smith
First Citizens Investor Services, Inc
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About this Advisor
William Smith is a financial advisor based in Durham, North Carolina, working with First Citizens Investor Services, Inc. William has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, First Citizens Bank, First Citizens Investor Services, Massmutual Life Insurance Co, and Mml Investors Services LLC. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, William is part of First Citizens Investor Services, Inc, which operates out of Durham, North Carolina. The firm has 113 offices and 322 employees. The firm manages assets totaling $2.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at First Citizens Investor Services, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$2,098,769,026
322
6,706
$312,969
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
- Educational seminars/workshops
William Smith Work History
First Citizens Investor Services
Massmutual Life Insurance Co
Mml Investors Services LLC
First Citizens Investor Services
First Citizens Bank
First Citizens Bank
First Citizens Investor Services
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of William Smith 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
New York, NY
Raleigh, NC
Columbia, SC
Raleigh, NC
Raleigh, NC
Atlanta, GA
Columbia, SC
Raleigh, NC
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