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Anita Jo Lynch

First Citizens Investor Services, Inc.

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About Anita Jo Lynch

Anita Jo Lynch is an active broker and investment advisor representative. Anita is licensed to conduct business in 26 states. Anita is a licensed representative with First Citizens Investor Services, Inc. Anita has been in the securities industry since September 12, 2004 and specializes in Portfolio Management for Businesses, Portfolio Management for Individuals and Financial Planning. Anita is also licensed to provide investment advisory services in North Carolina.

Firm Information

Anita Lynch is currently registered with First Citizens Investor Services, Inc.. First Citizens Investor Services, Inc. is a Corporation formed in 1994 with its main office located in Raleigh, North Carolina. The firm offers a range of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. First Citizens Investor Services, Inc. manages approximately $1.73 billion in regulatory assets under management for a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
First Citizens Investor Services, Inc.

8540 COLONNADE CENTER DRIVE

RALEIGH, NC 27615

$1.73B

Assets Under Management

Not reported

Total Clients

574

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anita Lynch’s Registration & Firm History

NC

12/05/2017 - Present

First Citizens Investor Services, Inc. (Hendersonville NC)

FL

02/02/2011 - 09/21/2016

RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)

FL

08/07/2007 - 07/27/2009

MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)

FL

06/12/2002 - 08/06/2007

SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)

OH

10/11/2000 - 03/28/2001

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 11/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anita Jo Lynch.
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