Advisor at First Citizens Investor Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Citizens Investor Services, Inc.
Location
Madison, NC 27025
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Thad Tucker is a CFP® professional with 28 years of experience, currently serving at First Citizens Investor Services, Inc. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate ventures focused on property purchase, development, and rental or resale. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by both fundamental and quantitative analysis, and benefits from its affiliation with a bank holding company.
Based on First Citizens Investor Services, Inc.
Based on First Citizens Investor Services, Inc.
$0 - $100,000: 1.30% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.30% - 1.903% total fee range $100,001 - $250,000: 1.20% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.20% - 1.803% total fee range $250,001 - $500,000: 1.05% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.05% - 1.653% total fee range $500,001 - $1,000,000: 0.90% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 0.90% - 1.503% total fee range $1,000,001+: 0.85% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 0.85% - 1.453% total fee range
Commissions earned on insurance and brokerage products; conflicts of interest disclosed.
Account minimum: $25,000 Fee-only: Financial planning services offered complimentary; complex plans may incur negotiable fees via First Citizens Bank.
109 South Franklin Street
Madison, NC 27025
North Carolina
M&T Properties LLC
2018 - Present (8 years)
West Way LLC
2016 - Present (10 years)
C3P Partners LLC
2013 - Present (13 years)
First Citizens Investor Services, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 65
Mayodan, NC
OSAIC Institutions, INC.
Series 66
Summerfield, NC
Independent Advisor Alliance, llc
Series 63, Series 65
Madison, NC
Credit Union Investment Services
Series 63, Series 66
Eden, NC
OSAIC Institutions, INC.
Series 63, Series 65
Reidsville, NC
Credit Union Investment Services
Series 66
Eden, NC
Credit Union Investment Services
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