David Wade Hampton

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

• 03/2022 → 08/2022
  J.P. Morgan Securities, Llc
  Cornelius, NC
• 03/2022 → 08/2022
  Jpmorgan Chase Bank, N.A.
  Cornelius, NC
• 06/2019 → 02/2022
  Wells Fargo Bank, N.a.
  Albemarle, NC
• 06/2018 → 11/2018
  Lowes Home Improvement
  Greensboro, NC
• 02/2016 → 06/2017
  Walmart
  Locust, NC
• 07/2017 → 05/2018
  Unemployed
  Norwood, NC
• 12/2018 → 05/2019
  Unemployed
  Norwood, NC
• 08/2022 → 09/2025
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2022 → 09/2025
  Wells Fargo Bank, Na
  Charlotte, NC
• 09/2025 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2022-09-23 → 2025-09-11
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-23
• S63 Uniform Securities Agent State Law Examination
  2022-05-27

Other Names

• David Wade Hampton
• David Hampton