David
Lobeck
First Citizens Investor Services, Inc
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About this Advisor
David Lobeck is a financial advisor based in Charleston, South Carolina. Lobeck works at First Citizens Investor Services, Inc. Over the course of their career, Lobeck has held roles at Fifth Third Bank, First Citizens Investor Services, First Citizens Asset Management and First Citizens Bank. Lobeck holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in South Carolina. First Citizens Investor Services, Inc is a registered investment firm that has its headquarters in Raleigh, NC. The firm has offices in 73 locations and a total of 250 people on staff. It manages $2 billion in total assets across its 5,949 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 5,949 client accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on which service is offered. Fees charged by First Citizens Investor Services, Inc can be comprised 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
David Lobeck Work History
David has been registered as a financial advisor for 0 years.*
First Citizens Investor Services
First Citizens Bank
First Citizens Asset Management
Fifth Third Bank
*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 David Lobeck 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
Mount Pleasant, SC
Raleigh, NC
Charlotte, NC
Charlotte, NC
Goldsboro, NC
Raleigh, NC
Columbia, SC
Wilmington, 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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