Louisburg, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,605,635,211
ClientsTotal clients
7,563
AdvisorsAdvisors at this office
2
Of 315 advisors across 77 offices
Location
509 E. Nash Street
Louisburg NC 27549
Advisors at this office
2
Advisors at this office
Kim W
Series 63, Series 66
Louisburg, NC
First Citizens Investor Services, Inc.
Kim Weber is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at First Citizens Investor Services since 2018 and previously was with PNC Investments from 2013 to 2017. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers a range of advisory and brokerage services, employing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.
Adrian W
Series 65, Series 63
Louisburg, NC
First Citizens Investor Services, Inc.
Adrian Woody is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at First Citizens Investor Services since 2016 and has been with First Citizens Bank and Trust since 2008. Outside of his advisory role, he is a co-owner of a single rental property. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led client assessments and utilizes a combination of fundamental, quantitative, and technical analysis to guide investment allocations.
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