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Gregory Todd Risinger

First Citizens Investor Services, Inc.

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About Gregory Todd Risinger

Gregory Todd Risinger is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. in South Carolina. Gregory has a strong background in portfolio management for individuals and businesses, and he is also a Certified Financial Planner. Gregory has worked with clients of all ages and backgrounds, and he is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Gregory Risinger 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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Gregory Risinger’s Registration & Firm History

SC

05/15/2017 - Present

First Citizens Investor Services, Inc. (COLUMBIA SC)

SC

05/26/2009 - 01/04/2016

FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)

SC

10/01/2000 - 05/27/2009

WELLS FARGO ADVISORS, LLC (CHAPIN SC)

NC

12/09/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MO

11/17/1997 - 03/16/1998

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

NA

05/05/1994 - 06/23/1997

INDEPENDENT FINANCIAL SECURITIES, INC.

OH

06/01/1996 - 06/20/1997

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

NA

07/19/1993 - 06/01/1996

NATIONAL CITY INVESTMENTS CORPORATION

OH

08/12/1993 - 12/20/1993

MERCHANTS SECURITIES COMPANY (CLEVELAND OH)

WI

01/03/1991 - 06/09/1993

INVEST FINANCIAL CORPORATION (APPLETON WI)

MO

10/25/1989 - 12/24/1990

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

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Licenses & Designations

BOTH

Issued 12/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gregory Todd Risinger. Review regulatory record here.
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