David Lance Owen
Investment adviser representative at First Citizens Investor Services, Inc.
14 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you David Lance Owen? 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
14 years in the industry.
- First Citizens Investor Services, Inc.May 2017 to now
- First Citizens BankApr 2017 to Mar 2019
- PNC BankNov 2012 to Apr 2017
- PNC InvestmentsNov 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5507096
- Firm CRD
- 44430