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Richard Chadwick Kidwell

First Citizens Investor Services, Inc.

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About Richard Chadwick Kidwell

Richard Kidwell is a financial advisor at First Citizens Investor Services, Inc. Richard has over 17 years of experience in the financial services industry. Richard is licensed to provide financial advice in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Nebraska, Nevada, Washington, and Wisconsin. Richard also holds a Series 7, 24, 31, and 66 licenses, as well as the SIE designation and the Certified Financial Planner designation.

Firm Information

Richard Kidwell 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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Richard Kidwell’s Registration & Firm History

GA

04/30/2020 - Present

First Citizens Investor Services, Inc. (Atlanta GA)

GA

01/02/2018 - 04/14/2020

BB&T SECURITIES, LLC (ATLANTA GA)

GA

01/01/2011 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

05/12/2004 - 01/05/2007

RELIANCE SECURITIES, LLC (ST. SIMONS ISLAND GA)

NY

09/13/1999 - 05/22/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1999

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Chadwick Kidwell. Review regulatory record here.
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