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Angeles Atkinson

Advisor at First Citizens Investor Services, Inc.

Updated today

Location

Chatham, VA 24531

Credentials

Series 63, Series 65

Industry experience

18 years

About

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005, having also worked at First Citizens Bank and Trust since 1999. She serves as Board President of the Community Foundation of the Dan River Region through 2025. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, leveraging its affiliation with a bank holding company to offer integrated banking resources alongside portfolio management and tax-aware services.

Client services

Based on First Citizens Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on First Citizens Investor Services, Inc.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%

Other

Account minimum: $25,000

Location

1 South Main Street

Chatham, VA 24531

Most active in

Virginia

Work history

First Citizens investor Services

2005 - Present (21 years)

First Citizens Bank and Trust

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Troy Stowe is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Investor Services, First Citizens Bank, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

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