Daniel Lee Starling
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.Mar 2026 to now
- United Brokerage Services, IncMay 2023 to Mar 2026
- Credit Union Investment ServicesMay 2022 to May 2023
- Secu Brokerage ServicesMay 2022 to May 2023
- Secu Life Insurance CompanyMay 2022 to May 2023
- State Employees' Credit UnionMay 2022 to May 2023
- Mwa Financial Services IncJan 2022 to May 2022
- Modern Woodmen of AmericaApr 2021 to May 2022
- Peak Fall ProtectionMar 2019 to Apr 2021
- UnemployedJan 2019 to Mar 2019
- ZempleoJan 2018 to Dec 2018
- East Carolina UniversityJun 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7494941
- Firm CRD
- 44430