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Craig Davis Shively

First Citizens Investor Services, Inc.

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About Craig Davis Shively

Craig Shively is a financial advisor at First Citizens Investor Services, Inc. Craig has been in the financial services industry since January 10, 2016. Craig is registered with the state of North Carolina and holds Series 6, 63, and 65 licenses. Craig also holds the SIE. Craig's previous employers include Wells Fargo Clearing Services, LLC. Craig specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Craig Shively 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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Craig Shively’s Registration & Firm History

NC

07/10/2019 - Present

First Citizens Investor Services, Inc. (Raleigh NC)

NC

11/28/2018 - 06/18/2019

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

06/08/2015 - 05/15/2018

WELLS FARGO CLEARING SERVICES, LLC (FUQUAY VARINA NC)

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Licenses & Designations

IA

Issued 03/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Davis Shively.
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