Winfield
Mayne

First Citizens Investor Services, Inc

CRD#4334505
Investment Advisor
in Greenville, NC

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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

Series 66

Years Registered*

19 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

Office Location

2405 Stantonsburg Rd.
Greenville, NC 27834

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,526,535,778

NC Average: $3,625,019,099
Total Number of Employees

250

NC Average: 22
Total Number of Accounts

5,949

NC Average: 1,917
Average Account Size

$256,604

NC Average: $1,890,985

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.*

2004 - Present (20 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

Brittany Munn
Hartsville, SC
Albert Stephens
Charlotte, NC
David Walters
Wilmington, NC
Deborah Wright
Goldsboro, NC
Carrie Pedersen
Raleigh, NC
Dominic Sirkin
Durham, NC
Ricky Sloan
Raleigh, NC
Michael Williamson
Mount Pleasant, SC

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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