Winfield
Mayne
First Citizens Investor Services, Inc
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About this Advisor
Winfield Mayne is a financial advisor based in Greenville, North Carolina with 19 years of relevant experience. Mayne is an advisor for First Citizens Investor Services, Inc. They have spent their entire employment at First Citizens Investor Services, Inc. Mayne has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. First Citizens Investor Services, Inc is an advisory firm that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 people on staff. It handles $2 billion in assets under management across its 5,949 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 15 charitable organizations. Of its 5,949 customer accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically depend on which services the firm provides the client. Fee types billed by First Citizens Investor Services, Inc can consist 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
Winfield Mayne Work History
Winfield has been registered as a financial advisor for 19 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 Winfield Mayne 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
Hartsville, SC
Charlotte, NC
Wilmington, NC
Goldsboro, NC
Raleigh, NC
Durham, NC
Raleigh, NC
Mount Pleasant, SC
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