Investment Center

First Citizens Investment Center

At First Citizens Investment Center our primary focus is to provide you with comprehensive financial strategies at every phase of your life. We offer you access to a variety of quality products and services that suit your lifestyle and changing needs, whether it’s your first home, a new baby, a dream vacation, college, or retirement. Enjoy the convenience of conducting your investment needs right in your own community and with the people you know.

LPL Investment Services

Services Offered:

Investment Advice
IRA, SEP IRA, Simple IRA, Roth IRA
College Funding
Retirement Planning
Full-Service Brokerage
401(k) Plans

Products Offered:

Mutual Funds
Stocks
Fixed/Variable Annuities
Government, Municipal and Corporate Bonds
Unit Investment Trusts
Life Insurance

We are available at all First Citizens Bank locations by appointment.

Check the backgrounds of our investment professionals using FINRA’s BrokerCheck tool.

First Citizens Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay First Citizens Bank for these referrals. This creates an incentive for First Citizens Bank to make these referrals, resulting in a conflict of interest. First Citizens Bank is not a current client of LPL for brokerage or advisory services.

Please visit the LPL Financial website to review the Institution Plain English Disclosure for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Citizens Bank and First Citizens Investment Center are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name First Citizens Investment Center, and may also be employees of First Citizens Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First Citizens Bank or First Citizens Investment Center. Securities and insurance offered through LPL or its affiliates are: