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Travis W
Series 63, Series 66
Wilmington, NC
First Citizens Investor Services, Inc.
Travis Wilder is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with First Citizens Bank and its affiliate First Citizens Investor Services since 2007 and 2015, respectively. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-centered process involving risk and needs assessments, applying various analyses to allocate across multiple asset classes and offers a range of portfolio management and financial planning solutions.
Randy D
Series 63, Series 65
Wilmington, NC
First Citizens Investor Services, Inc.
Randy Driskill is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with First Citizens Investor Services since 2002. First Citizens Investor Services serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led assessments to determine financial needs, risk tolerance, and time horizon, employing various analytical methods to allocate assets across equities, fixed income, mutual funds, and ETFs.
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