Debra
Keough

First Citizens Investor Services, Inc

CRD#1826321
Investment Advisor
in Irmo, SC

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About this Advisor

Debra Keough is a financial advisor based in Irmo, South Carolina, who has been in the financial industry for 10 years. Keough is an employee of First Citizens Investor Services, Inc. The advisor has gained experience at First Citizens Securities Corp, First Citizens Investor Services, Inc and First Citizens Asset Management. Keough holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in South Carolina and Texas. First Citizens Investor Services, Inc is an advisory company operating out of Irmo, South Carolina. The firm has offices in 72 locations and a total of 175 people on staff. It controls $981 million in total assets across its 3,584 client accounts, making it one of the bigger firms in the nation by assets under management. The firm serves two charitable organizations. Of its 3,584 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually depend on the type of services provided. Fees charged by First Citizens Investor Services, Inc most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

949 Lake Murray Blvd
Irmo, SC 29063

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

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

175

SC Average: 22
Total Number of Accounts

3,584

SC Average: 1,917
Average Account Size

$273,694

SC Average: $1,890,985

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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

Debra Keough Work History

Debra has 10 years of experience.

2016 - Present (6 years)

First Citizens Investor Services, Inc

2010 - Present (12 years)

First Citizens Asset Management

2010 - 2016 (6 years)

First Citizens Securities Corp

Disclosures

Debra Keough has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Jacob Hedrick
King, NC
Robert Dickinson
Raleigh, NC
Brian Karg
Wilmington, NC
Edward Turrisi
Greenville, NC
John Swindell
Raleigh, NC
Debra Keough
Irmo, SC
Ryan Hedlund
Columbia, SC

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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

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