First Citizens Investor Services, Inc.

Overview

First Citizens Investor Services, Inc. is a Broker Dealer and registered investment adviser based in Raleigh, NC, registered since 1998. It reports $2.6B in assets under management across 7,645 accounts, with 352 employees. Its 726 registered representatives work across 274 branch offices in 19 states.

Reported AUM

$2.6B

Discretionary

0%

Accounts

7,645

Average account

$344K

Employees

352

Registered reps

726

Branch offices

274

Registered since

1998

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• 7 more

Executive officers 3 of 9

• David Lee Biliter President, Director CRD 1690995
• Johanna Marie Mears Chief Compliance Officer CRD 5951329
• Charles Falconer McCallum III Senior Director Wealth Risk And Governance, Director CRD 2697260

6 more executive officers, with direct contact details

Registered reps 3 of 726

• Heather Joi Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5548188
• Landon Hoyt Adams Registered Rep CRD 8200477
• Nancy Sparks Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5037872

723 more registered reps, with emails, phones and branch locations

Location

Headquarters

8540 Colonnade Center Dr
Raleigh, NC 27615

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Branch offices

274 in 19 states, including Charlotte, NC, Columbia, SC and Wilmington, NC

Registrations

• SEC registered, corporation formed in North Carolina
• Registered in 53 jurisdictions
• Website: firstcitizens.com

Every state, with registration dates

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