Heather Joi Adams
Investment adviser representative at First Citizens Investor Services, Inc.
16 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
16 years in the industry.
- First Citizens Investor Services, Inc.May 2025 to now
- First Citizens BankMay 2025 to now
- Wells Fargo Clearing Services, LLCMay 2023 to Apr 2025
- Target CorporationDec 2018 to Jan 2019
- Wells Fargo Clearing Services, LLCNov 2016 to May 2022
- Wells Fargo Advisors, LLC.Dec 2015 to Nov 2016
- Wells Fargo Bank, NAMay 2010 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5548188
- Firm CRD
- 44430