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Daniel Clayton Griffin

First Citizens Investor Services, Inc.

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About Daniel Clayton Griffin

Daniel Clayton Griffin is a financial advisor registered with First Citizens Investor Services, Inc. in Fayetteville, NC. Daniel has 30 years of experience in the financial services industry. Daniel has a series 63 and 65 license, and a series 7 and 24 license. Daniel is a Certified Financial Planner.

Firm Information

Daniel Griffin 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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Daniel Griffin’s Registration & Firm History

NC

03/10/2023 - Present

First Citizens Investor Services, Inc. (FAYETTEVILLE NC)

NC

04/07/1995 - 07/29/1998

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

MO

04/20/1992 - 04/11/1995

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Clayton Griffin.
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