Paul R Ruliffson
Investment adviser representative at First Citizens Investor Services, Inc.
13 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
13 years in the industry.
- First Citizens Investor Services, Inc.May 2024 to now
- First Citizens BankMay 2024 to now
- Morgan StanleyJan 2023 to now
- The Vanguard Group, Inc.Jul 2022 to Nov 2022
- PennymacApr 2021 to Jun 2022
- Loan DepotJul 2020 to Apr 2021
- Freedom FinancialMar 2019 to Jun 2020
- GodaddyDec 2016 to May 2019
- Self EmployedMay 2013 to Nov 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 (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
- 7599616
- Firm CRD
- 44430