CF
CF

Ciji Nichole Fisher

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

128 S. Tryon St., Charlotte, NC, 28202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ciji works as an Institutional Consultant for First Citizens Asset Management, dedicating about 10% of her time to discussing investment opportunities with municipal relationships. She also serves on the Cabarrus County Hospice Advisory Board, spending minimal time reviewing materials during board meetings.

Employment History
Current Registrations
First Citizens Asset Management, INC
December 2016 - Present · 9 yrs 2 mos
First Citizens Investor Services, INC.Broker
February 2015 - Present · 11 yrs
Previous Registrations
First Citizens Investor Services, INC.
February 2010 - December 2016 · 6 yrs 10 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.