Skip to content

Douglas Foreman

Investment adviser representative at First Citizens Investor Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business

Are you Douglas Foreman? Claim your profile

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.

  1. First Citizens Investor Services, Inc.Jun 2025 to now
  2. First Citizens BankJun 2025 to now
  3. UnemployedOct 2024 to Jun 2025
  4. U.S. BancorpSep 2023 to Oct 2024
  5. MufgJan 2017 to Sep 2023
  6. Bank of AmericaOct 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8111651
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
CallContact this firm