Best Investors Account Sign in

Gabriel Christian King

First Citizens Investor Services, Inc.

Raleigh, NC

CRD 7561221

Claim This Profile
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:

Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-08
  • NC RA
    APPROVED
    Since 2024-07-08

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 05/2022 06/2024
Coastal Federal Credit Union Raleigh NC 05/2022 06/2024
University Of Wisconsin-Milwaukee Milwaukee WI 08/2016 06/2022
First Citizens Investor Services Raleigh NC 06/2024 Present
  • 05/2022 → 06/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2022 → 06/2024
    Coastal Federal Credit Union
    Raleigh, NC
  • 08/2016 → 06/2022
    University Of Wisconsin-Milwaukee
    Milwaukee, WI
  • 06/2024 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2023-08-07 → 2024-06-24
    Cuso Financial Services, L.P.
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2023-08-04
Other Names
  • Gabe King

View on SEC IAPD

More in Raleigh, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor