Roanoke, VA Electric Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
First Citizens Investor Services, Inc.
Enterprise
Firm-wide stats for First Citizens Investor Services, Inc.
About
First Citizens Investor Services, Inc. serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate/business entities, delivering advisory and brokerage services through IARs and third‑party Portfolio Managers. Its offerings include portfolio management (UMAs and SMAs), wrap programs, model portfolios, a Guided Investing automated platform, Tax Aware services, and financial planning.
The firm’s client process centers on IAR‑led assessments of financial needs, risk tolerance, and time horizon, applying fundamental, quantitative, and technical analysis to allocate among equities, fixed income, mutual funds, and ETFs. As of December 31, 2025, FCIS reported $2,626,080,185 in client assets—approximately $2,622,926,802 held in non‑discretionary accounts and $3,153,383 in discretionary accounts—reflecting a predominance of non‑discretionary client arrangements; an Investment Products Committee conducts due diligence and ongoing reviews of designated Portfolio Managers.
Noteworthy distinctions include the firm’s reliance on percentage‑of‑AUM and wrap fee structures rather than fixed‑fee arrangements, and a limited “Representative as Portfolio Manager” option available only to select IARs. FCIS is dually registered and affiliated with First Citizens Bank and related advisers, has implemented remediation of a prior SEC matter by crediting 12b‑1 fees back to clients since 2016, and offers optional tax transition and tax‑loss harvesting services (tax transition planning can extend up to several years).
Expertise
Location
3862 Electric Road
Roanoke VA 24018
Advisors at this office
2
Advisors at this office
Paige B
Series 63, Series 65
Roanoke, VA
First Citizens Investor Services, Inc.
Paige Barham is a financial advisor with First Citizens Investor Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. She has been affiliated with First Citizens Investor Services since 2015 and with First Citizens Bank since 2013. Outside of her advisory role, Barham serves as a board member of the Botetourt County Chamber of Commerce. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process involving financial needs assessments and a mix of fundamental, quantitative, and technical analyses to manage diverse investment portfolios.
Nikolas B
Series 63, Series 65
Roanoke, VA
First Citizens Investor Services, Inc.
Nikolas Boone is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 licenses. He began his advisory career in 2026 after gaining experience at Country & Lake Life Financial Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. Boone’s background also includes four years as a student at Roanoke College and several years of work experience outside the financial industry. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centric process led by investment advisor representatives that incorporates multiple analytical methods to allocate assets across various investment vehicles.
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