Rachel
Parker
First Citizens Investor Services, Inc
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About this Advisor
Rachel Parker is a financial advisor who works in Charleston, South Carolina with 3 years of industry experience. Parker is on the advisory team at First Citizens Investor Services, Inc. Throughout their career, Parker has worked at First Citizens Investor Services, First Citizens Bank and Bank Of America. Parker holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. First Citizens Investor Services, Inc is an advisory company based out of Raleigh, NC. The firm has offices in 73 locations and a total of 250 advisors. It administers $2 billion in assets among its 5,949 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 15 charities and foundations. Of its 5,949 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in investable assets. First Citizens Investor Services, Inc performs a broad set 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 are based on which service is provided. Fee types billed by First Citizens Investor Services, Inc can consist of any blend 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
Rachel Parker Work History
Rachel has been registered as a financial advisor for 3 years.*
First Citizens Investor Services
First Citizens Bank
Bank Of America
Bank Of America
Bank Of America
*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 Rachel Parker 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
Raleigh, NC
Raleigh, NC
Mount Pleasant, SC
Charleston, SC
Durham, NC
Raleigh, NC
Goldsboro, 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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