Paige
Barham
First Citizens Investor Services, Inc
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About this Advisor
Paige Barham is a financial advisor working in Roanoke, Virginia with a total of 1 year of industry experience. Barham works at First Citizens Investor Services, Inc. Their career trajectory has included roles at First Citizens Investor Services, First Citizens Bank, Freedom First Cm and Sun Trust Bank. Barham holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. First Citizens Investor Services, Inc is a registered investment company operating out of Raleigh, NC. It has offices in 73 locations and a total of 250 financial advisors. It manages $2 billion in assets across its 5,949 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 5,949 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in investable assets. First Citizens Investor Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. However, fee types charged by First Citizens Investor Services, Inc can be 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
Paige Barham Work History
Paige has been registered as a financial advisor for 1 years.*
First Citizens Investor Services
First Citizens Investor Services
First Citizens Bank
Freedom First Cm
Sun Trust Bank
*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 Paige Barham 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
Hartsville, SC
Wilmington, NC
Durham, NC
Wilmington, NC
Charlotte, NC
Charlotte, NC
Raleigh, 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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