Marcus Terrell Richbourg
Investment adviser representative at First Citizens Investor Services, Inc.
11 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
11 years in the industry.
- First Citizens Investor Services, Inc.Apr 2024 to now
- Radio OneOct 2023 to now
- Dick Broadcasting CompanyFeb 2020 to now
- UBS Financial Services, IncJan 2024 to Apr 2024
- The Vanguard Group, Inc.Oct 2023 to Dec 2023
- Dxc TechnologyMay 2023 to Jul 2023
- Equitable AdvisorsMar 2023 to Apr 2023
- Wells Fargo AdvisorsAug 2022 to Mar 2023
- The Vanguard Group, Inc.Apr 2022 to Aug 2022
- Townsquare InteractiveSep 2021 to Dec 2021
- Thrivent FinancialJun 2021 to Sep 2021
- Truist FinancialNov 2020 to May 2021
- Advantage SolutionsOct 2020 to Nov 2020
- Acosta Sales & MarketingFeb 2018 to Sep 2020
- VitacostJul 2017 to Feb 2018
- RadioshackMay 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7393179
- Firm CRD
- 44430