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Laurice Furnifold Rhem

Investment adviser representative at First Citizens Asset Management, Inc
18 yearsExperience
1 stateRegistered in
$465.1MFirm assets
12 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

18 years in the industry.

  1. First Citizens Asset Management, IncJul 2026 to now
  2. FcamJul 2026 to now
  3. First Citizens Investor ServicesJan 2022 to now
  4. LPL Financial ServicesNov 2008 to Dec 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2001
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (NC).

First Citizens Asset Management, Inc

$465.1MAssets managed
1,264Clients
59Advisers
12 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
4056677
Firm CRD
140777
Advisor's SEC record (opens in a new tab)
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