Thomas Sanderlin Owens

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  First Citizens Investor Services
  Raleigh, NC
• 05/2011 → Present
  First Citizens Bank
  Raleigh, NC

Previous Registrations

• 2007-08-20 → 2011-05-13
  Truist Investment Services, Inc.
  Asheville, NC
  Hendersonville, NC
  Asheville, NC

Exams

• S66 Uniform Combined State Law Examination
  2007-08-18

Other Names

• Thomas Sanderlin Owens