David Kirkpatrick Bean
Investment adviser representative at First Citizens Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you David Kirkpatrick Bean? 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
11 years in the industry.
- First Citizens Investor Services, Inc.Jan 2026 to now
- Hometrust BankSep 2024 to Dec 2025
- Osaic Institutions, Inc.Sep 2024 to Dec 2025
- Bankers Life Advisory Services, IncNov 2023 to Sep 2024
- Bankers Life Securities, IncSep 2023 to Sep 2024
- Bankers Life & Casualty, IncMay 2021 to Sep 2024
- UnemployedDec 2020 to May 2021
- Wiser Systems, Inc.Jun 2020 to Dec 2020
- Liberty UniversityAug 2015 to May 2020
Exams passed
- 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
- 7773101
- Firm CRD
- 44430