Brandon Lee Foster
Investment adviser representative at First Citizens Investor Services, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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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
13 years in the industry.
- First Citizens Investor Services, Inc.Oct 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Oct 2024
- Truist Investment Services, Inc.Feb 2021 to Oct 2024
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&tSep 2013 to Feb 2021
- Bb&t Investment Services, Inc.Sep 2013 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
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
- 5098753
- Firm CRD
- 44430