Debra
Keough
First Citizens Investor Services, Inc
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About this Advisor
Debra Keough is a financial advisor working out of Irmo, South Carolina with 6 years of relevant experience. Keough is on the advisory team at First Citizens Investor Services, Inc. During their career, Keough has held roles at First Citizens Securities Corp, First Citizens Investor Services, Inc and First Citizens Asset Management. Keough has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina and Texas. First Citizens Investor Services, Inc is a company based out of Raleigh, NC. The investment advisory business has offices in 73 locations and a total of 250 people on staff. It handles $2 billion in assets under management among its 5,949 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 15 charitable organizations. Of its 5,949 customer accounts, just 5% belong to high-net-worth individuals who have at least $1 million in investable assets. First Citizens Investor Services, Inc 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. Financial advisory fee schedules typically depend on the financial services offered. Fee types billed by First Citizens Investor Services, Inc likely include any combination 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
Debra Keough Work History
Debra has been registered as a financial advisor for 6 years.*
First Citizens Investor Services, Inc
First Citizens Asset Management
First Citizens Securities Corp
*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 Debra Keough 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
Wilmington, NC
Goldsboro, NC
Durham, NC
Raleigh, NC
Raleigh, NC
Columbia, SC
Hartsville, SC
Raleigh, 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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