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Thad Eugene Tucker

First Citizens Investor Services, Inc.

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About Thad Eugene Tucker

Thad Eugene Tucker is an investment advisor representative with First Citizens Investor Services, Inc. in Madison, NC. Thad has over 20 years of experience in the financial services industry. Thad holds Series 7, 31, and 63 licenses as well as the SIE and Series 65 exams. Thad specializes in portfolio management for individuals and businesses, financial planning, and the selection of other advisors. Thad is a Certified Financial Planner and has a long history of helping clients achieve their financial goals.

Firm Information

Thad Tucker 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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Thad Tucker’s Registration & Firm History

NC

05/30/2003 - Present

First Citizens Investor Services, Inc. (Madison NC)

NY

07/06/2001 - 07/31/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NC

05/09/1997 - 07/16/2001

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 05/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thad Eugene Tucker.
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