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Rachel Caroline Summerton

First Citizens Investor Services, Inc.

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About Rachel Caroline Summerton

Rachel Caroline Summerton is a financial advisor with First Citizens Investor Services, Inc. Rachel has been in the financial services industry since February 7, 2021 and has a Series 63 license as well as the Series 7TO and SIE exams. Rachel has been registered with the state of South Carolina since February 19, 2021. Rachel specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors. Rachel is committed to providing her clients with the highest level of service and support, and she is dedicated to helping them achieve their financial goals.

Firm Information

Rachel Summerton 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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Rachel Summerton’s Registration & Firm History

SC

10/31/2024 - Present

First Citizens Investor Services, Inc. (COLUMBIA SC)

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Licenses & Designations

BC

Issued 02/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/08/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Caroline Summerton.
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