Alan
Gray
First Citizens Investor Services, Inc
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About this Advisor
Alan Gray is a financial advisor based in Charlotte, North Carolina, working with First Citizens Investor Services, Inc. Alan has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, First Citizens Investor Services, First Citizens Asset Management, and Family Holdings Group LLC. Alan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Alan is part of First Citizens Investor Services, Inc, which operates in Charlotte, North Carolina. The firm has 113 offices and 322 employees. The firm manages assets totaling $2.1 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at First Citizens Investor Services, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$2,098,769,026
322
6,706
$312,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Alan Gray Work History
First Citizens Investor Services
Family Holdings Group LLC
First Citizens Investor Services
First Citizens Asset Management
Merrill Lynch,Pierce,Fenner & Smith, Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Alan Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Investor Services, Inc
Raleigh, NC
Salt Lake City, UT
Charlotte, NC
New York, NY
Raleigh, NC
Columbia, SC
Raleigh, NC
Columbia, SC
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