Julie Walton Carter
Investment adviser representative at First Citizens Investor Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Julie Walton Carter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- First Citizens Investor Services, Inc.Nov 2021 to now
- First Citizens BankNov 2021 to Jul 2023
- First Citizens Investor ServiceNov 2021 to Jul 2023
- Cooks LimitedNov 2019 to Nov 2021
- Woodbury Financial Services IncJul 2018 to Nov 2019
- Various Insurance CarriersAug 2016 to May 2021
- Foothills Swim and Racquet ClubApr 2016 to Dec 2017
- Waddell & Reed, IncFeb 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2399479
- Firm CRD
- 44430