Kevin
Harper
First Citizens Investor Services, Inc
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About this Advisor
Kevin Harper is a financial advisor based out of Rock Hill, South Carolina with a total of 2 years of industry experience. Harper is on the advisory team at First Citizens Investor Services, Inc. Harper has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Principal Life Insurance Company, Princor Financial Services Corporation, First Citizens Bank and First Citizens Investor Services. Harper holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in South Carolina. First Citizens Investor Services, Inc is a business based in Raleigh, NC. The firm has offices in 73 locations and a total of 250 financial advisors. It controls $2 billion in total assets between its 5,949 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 5,949 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs 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. Fees for financial advice usually vary depending on the financial services. However, fee types billed by First Citizens Investor Services, Inc likely are 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
Kevin Harper Work History
Kevin has been registered as a financial advisor for 2 years.*
First Citizens Investor Services
First Citizens Bank
First Citizens Investor Services
Principal Life Insurance Company
Princor Financial Services Corporation
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Kevin Harper 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
Hartsville, SC
Charlotte, NC
Raleigh, NC
Raleigh, NC
Goldsboro, NC
Charlotte, NC
Charleston, SC
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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