Edward Bradshaw Harris

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

• 12/1998 → 08/2017
  Valic Investment Services Company
  Durham, NC
• 08/2017 → 01/2019
  Bb&T
  Raleigh, NC
• 09/2017 → 12/2019
  Bbtis
  Charlotte, NC
• 01/2018 → 12/2019
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 12/2019
  Bb&T
  Raleigh, NC
• 12/2019 → Present
  First Citizens Investor Services
  Raleigh, NC
• 12/2019 → Present
  First Citizen Bank
  Raleigh, NC

Previous Registrations

• 2018-01-02 → 2019-12-03
  Bb&T Securities, Llc
  Charlotte, NC
  Raleigh, NC
• 2017-09-12 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
• 2003-06-16 → 2017-09-06
  Valic Financial Advisors, Inc.
  Durham, NC
  Durham, NC
  Wilmington, NC
  Wilmington, NC
  Durham, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-13
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Designations

• Certified Financial Planner

Other Names

• Brad Harris