Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-16 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-12-05 |
Branch Locations
New Albany , OH • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 11/2013 | Present |
| First Citizens Bank | Raleigh | NC | 11/2013 | Present |
| First Citizens Asset Management | Raleigh | NC | 12/2022 | Present |
First Citizens Asset Management 4300 Six Forks Rd. Raleigh, NC 27609 Position: Officer/Director 16 hours/month, 10 during trading hours Investment Related Duties are President FCAM, Asset Management and Municipal advisory, subadvisory, January 1, 2015, No access to/control of funds Not a paid position from FCAM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
Reach out to this advisor