David
Barton
First Citizens Asset Management, Inc
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About this Advisor
David Barton is a financial advisor based in Columbia, South Carolina, working with First Citizens Asset Management, Inc. David has previously held positions at First Citizens Bank, First Citizens Investor Services, Inc, First Citizens Asset Management, and First Citizens Securities. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, David is part of First Citizens Asset Management, Inc, which operates out of Columbia, South Carolina. The firm has 25 offices and 52 employees. The firm manages assets totaling $523.0 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at First Citizens Asset Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Asset Management, Inc Brokerage Details
$522,986,899
52
1,799
$290,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Barton Work History
First Citizens Investor Services, Inc
First Citizens Asset Management
First Citizens Bank
First Citizens Asset Management
First Citizens Securities
Disclosures
Please visit the SEC profile of David Barton 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
Raleigh, NC
Summerville, SC
Atlanta, GA
Charlotte, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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