Justin
Sheik
First Citizens Investor Services, Inc
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About this Advisor
Justin Sheik is a financial advisor based in Batesburg, South Carolina, working with First Citizens Investor Services, Inc. Justin has previously held positions at Purshe Kaplan Sterling Investments, Efficient Advisors, LLC, Independent Advisor Alliance, LLC, Lpl Financial, LLC, Ameriprise Financial Services, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Family Wealth Counselors Of The Carolinas, Inc, and First Citizens Investor Services. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Justin is part of First Citizens Investor Services, Inc, which operates out of Batesburg, 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
Justin Sheik Work History
First Citizens Investor Services
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Ameriprise Financial Services, Inc
Efficient Advisors, LLC
Independent Advisor Alliance, LLC
Lpl Financial, LLC
Purshe Kaplan Sterling Investments
Family Wealth Counselors Of The Carolinas, Inc
Disclosures
Please visit the SEC profile of Justin Sheik 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
Raleigh, NC
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Phoenix, AZ
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Goldsboro, NC
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