William Eric Craine

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

• 10/2005 → 08/2020
  Umb Bank
  Denver, CO
• 08/2020 → 12/2020
  Unemployed
  Highlands Ranch, NC
• 12/2020 → Present
  First Citizens Bank
  Charleston, SC
• 01/2021 → Present
  First Citizens Investor Services
  Raleigh, NC
• 02/2006 → 08/2020
  Umb Scout Brokerage Services
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-11-08
• S63 Uniform Securities Agent State Law Examination
  2021-03-26

Other Names

• William Eric Craine