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Gina Gray Houser

First Citizens Investor Services, Inc.

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About Gina Gray Houser

Gina Gray Houser is a financial advisor at First Citizens Investor Services, Inc. Gina has been in the financial services industry since 1993 and has a broad range of experience. Gina offers financial planning, portfolio management for individuals and businesses and selection of other advisors.

Firm Information

Gina Houser 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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Gina Houser’s Registration & Firm History

NC

04/04/2016 - Present

First Citizens Investor Services, Inc. (Boonville NC)

NC

01/09/2009 - 01/11/2016

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (RALEIGH NC)

NC

10/27/1999 - 12/23/2008

AIG RETIREMENT ADVISORS, INC. (DURHAM NC)

TX

10/27/1999 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NC

03/03/1997 - 10/25/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MO

10/13/1994 - 02/28/1997

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

NC

09/22/1993 - 08/30/1994

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

IN

04/22/1993 - 07/01/1993

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 10/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gina Gray Houser. Review regulatory record here.
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