Ryan
Hedlund

First Citizens Investor Services, Inc

CRD#6414124
Investment Advisor
in Columbia, SC

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About this Advisor

Ryan Hedlund is a financial advisor who lives in Columbia, South Carolina. Currently a registered advisor with First Citizens Investor Services, Inc, Hedlund has 10 years of professional experience. Hedlund maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Hedlund can serve customers in South Carolina. During their career, Hedlund has held roles at Edward Jones, General Nutrition Corporation, College Of William & Mary, College Of William & Mary Government Department, Culpeper Wood Preservers, Sprint, Caroline Furnace Lutheran Camp & Retreat Center, First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc is headquartered in Columbia, South Carolina, and has 72 additional locations in the United States. In aggregate, First Citizens Investor Services, Inc oversees $981 million in assets covering 3,584 accounts and employs more than 175 people. The firm's total assets under management makes it one of the bigger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. First Citizens Investor Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1230 Main Street
Columbia, SC 29201

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

SC Average: $3,625,019,099
Total Number of Employees

175

SC Average: 22
Total Number of Accounts

3,584

SC Average: 1,917
Average Account Size

$273,694

SC Average: $1,890,985

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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

Ryan Hedlund Work History

Ryan has 10 years of experience.

2019 - Present (2 years)

First Citizens Bank

2019 - Present (2 years)

First Citizens Investor Services

2014 - 2019 (5 years)

Edward Jones

2014 - 2014 (< 1 year)

General Nutrition Corporation

2014 - 2014 (< 1 year)

College Of William & Mary Government Department

2013 - 2013 (< 1 year)

Culpeper Wood Preservers

2012 - 2012 (< 1 year)

Sprint

2011 - 2011 (< 1 year)

Caroline Furnace Lutheran Camp & Retreat Center

2010 - 2014 (4 years)

College Of William & Mary

Disclosures

Ryan Hedlund has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Albert Stephens
Charlotte, NC
Mitchell Johnson
Wilmington, NC
Channing Hamby
Hayesville, NC
Ryan Hedlund
Columbia, SC
Andrew White
Augusta, GA
Brian Karg
Wilmington, NC
John Swindell
Raleigh, NC
Leigh Ann Rotz
Raleigh, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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