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Investment Center

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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.

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.

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:

Not Insured by FDIC or
Any Other Government Agency
Not Bank GuaranteedNot Bank Deposits
or Obligations
May Lose Value


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.