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William Terry Lanford

First Citizens Investor Services, Inc.

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About William Terry Lanford

William Terry Lanford is a registered investment advisor representative in South Carolina and North Carolina with First Citizens Investor Services, Inc. William has a Series 7TO, Series 6TO, and Series 63 license. William works with individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. First Citizens Investor Services, Inc. is a registered investment adviser with the SEC. The firm has offices in Raleigh, North Carolina and Columbia, South Carolina.

Firm Information

William Lanford 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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William Lanford’s Registration & Firm History

SC

10/27/2023 - Present

First Citizens Investor Services, Inc. (COLUMBIA SC)

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Licenses & Designations

IA

Issued 10/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/29/2022

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

BC

Issued 09/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Terry Lanford.
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