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Troy Lee Fairbank

First Citizens Investor Services, Inc.

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About Troy Lee Fairbank

Troy Lee Fairbank is an investment advisor representative associated with First Citizens Investor Services, Inc.. Troy Fairbank has been working in the industry since June 17, 2006. Fairbank has a Series 7, Series 31, and Series 66 securities license and has passed the SIE exam. Troy Fairbank specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fairbank is registered with the state of North Carolina and Texas and has previously worked for IRONSTONE SECURITIES, INC. and MORGAN STANLEY DW INC.

Firm Information

Troy Fairbank 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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Troy Fairbank’s Registration & Firm History

NC

12/06/2017 - Present

First Citizens Investor Services, Inc. (Durham NC)

NC

03/01/2007 - 10/01/2008

IRONSTONE SECURITIES, INC. (RALEIGH NC)

NC

09/23/2005 - 06/06/2006

MORGAN STANLEY DW INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 10/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Troy Lee Fairbank.
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