Daneen Evana Gimson
Investment adviser representative at First Citizens Investor Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
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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.Dec 2024 to now
- UnemployedJul 2024 to Dec 2024
- Wells Fargo Clearing ServicesJul 2021 to Jul 2024
- Securities America Advisors, Inc.Jul 2020 to Jul 2021
- Securities America, Inc.Jul 2020 to Jul 2021
- Investacorp Advisory ServicesOct 2019 to Jul 2020
- Investacorp, Inc.Oct 2019 to Jul 2020
- Highland Capital BrokerageJun 2019 to Jul 2021
- UnemployedFeb 2019 to Jun 2019
- Suntrust Investment Services, IncJul 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- 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
- 3218382
- Firm CRD
- 44430