Jerry
Kimbrell
First Citizens Investor Services, Inc
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About this Advisor
Jerry Kimbrell is a financial advisor based in Lancaster, South Carolina, working with First Citizens Investor Services, Inc. Jerry has previously held positions at First Citizens Investor Services, Inc, First Citizens Asset Management, and First Citizens Securities. Jerry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Jerry is part of First Citizens Investor Services, Inc, which operates out of Lancaster, South Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
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
Jerry Kimbrell Work History
First Citizens Asset Management
First Citizens Investor Services, Inc
First Citizens Securities
Disclosures
Please visit the SEC profile of Jerry Kimbrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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