Advisor at First Citizens Asset Management, Inc
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Firm
First Citizens Asset Management, Inc
Location
Raleigh, NC 27615
Credentials
CFP®, Series 63
Industry experience
3 years
Charles Dickinson is a CFP® with three years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. He has been with First Citizens in various roles since 2020 and previously worked in education at Campbell University and Halifax Community College. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million across a multi-team platform of 33 advisors, employing global, multi-asset model portfolios with dynamic asset allocation and discretionary management.
Based on First Citizens Asset Management, Inc
$50,000 - $100,000: 2.00% $100,001 - $200,000: 1.75% $200,001 - $500,000: 1.25% $500,001+: 1.00%
Certain IARs receive commissions for securities and insurance products sold separately from advisory fees.
Account minimum: $50,000
8510 Colonnade Center Drive
Raleigh, NC 27615
North Carolina
First Citizens Asset Management
2022 - Present (4 years)
First Citizens Bank
2022 - Present (4 years)
First Citizens Investor Services
2022 - Present (4 years)
First Citizens Bank
2020 - 2022 (2 years)
Campbell University
2017 - 2020 (3 years)
Halifax Community College
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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