David Wade Hampton
Investment adviser representative at First Citizens Investor Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you David Wade Hampton? 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
10 years in the industry.
- First Citizens Investor Services, Inc.Sep 2025 to now
- Wells Fargo Bank, NAAug 2022 to Sep 2025
- Wells Fargo Clearing Services, LLCAug 2022 to Sep 2025
- J.P. Morgan Securities, LLCMar 2022 to Aug 2022
- JPMorgan Chase Bank, N.A.Mar 2022 to Aug 2022
- Wells Fargo Bank, N.A.Jun 2019 to Feb 2022
- UnemployedDec 2018 to May 2019
- Lowes Home ImprovementJun 2018 to Nov 2018
- UnemployedJul 2017 to May 2018
- WalmartFeb 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7522781
- Firm CRD
- 44430