Best Investors Account Sign in

Nikolas Riley Boone

First Citizens Investor Services, Inc.

Roanoke, VA

Greenville, NC

Claim This Profile
Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-24
  • VA RA
    APPROVED
    Since 2026-08-24

Branch Locations

3862 Electric Road, Roanoke, VA 24018 • United States

2405 Stantonsburg Road, Greenville, NC 27834 • 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
New York Life Insurance Company Roanoke VA 09/2025 06/2026
Nylife Securities Llc Roanoke VA 10/2025 06/2026
Kroger Roanoke VA 07/2017 09/2025
Cave Spring Middle School Roanoke VA 08/2014 06/2017
Cave Spring High School Roanoke VA 07/2017 06/2021
Roanoke College Roanoke VA 08/2021 05/2025
Country & Lake Life Financial Strategies, Llc Roanoke VA 12/2025 06/2026
First Citizens Investor Services Raleigh NC 08/2026 Present
First Citizens Bank Roanoke VA 06/2026 Present
  • 09/2025 → 06/2026
    New York Life Insurance Company
    Roanoke, VA
  • 10/2025 → 06/2026
    Nylife Securities Llc
    Roanoke, VA
  • 07/2017 → 09/2025
    Kroger
    Roanoke, VA
  • 08/2014 → 06/2017
    Cave Spring Middle School
    Roanoke, VA
  • 07/2017 → 06/2021
    Cave Spring High School
    Roanoke, VA
  • 08/2021 → 05/2025
    Roanoke College
    Roanoke, VA
  • 12/2025 → 06/2026
    Country & Lake Life Financial Strategies, Llc
    Roanoke, VA
  • 08/2026 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 06/2026 → Present
    First Citizens Bank
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2025-08-23
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2025-08-23

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY
john aston edmunds
Stephen Berry
Brandon Burk Williams
Brian Barrows
ELIZABETH ROBERTS THOMAS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

More in Roanoke, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor