Craig Davis Shively
Investment adviser representative at First Citizens Investor Services, Inc.
14 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
14 years in the industry.
- First Citizens Investor Services, Inc.Jul 2019 to now
- First Citizens BankJul 2019 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2018 to Jun 2019
- AllstateJun 2018 to Nov 2018
- Wells Fargo Clearing Services, LLCNov 2016 to May 2018
- Wells Fargo Advisors, LLC.Jul 2014 to Nov 2016
- Wells Fargo Bank NAOct 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
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
- 6372818
- Firm CRD
- 44430