David Lobeck is a registered investment advisor at First Citizens Asset Management, INC, based in Summerville, SC, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 409 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCAM offers investment management through various programs. FCAM will generally receive a fee in the range of 0.04% to .50% of the assets under management in the Client account for sub-advisory services. For retail services, fees are based on a percentage of the assets in the account. The fees vary by service. FCAM does not offer wrap fee programs to new clients and will not accept any new wrap fee accounts.
Location
218 S Main St., Summerville, SC, 29483
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Regulatory History
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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David works as an Investment Advisor for First Citizens Asset Management, focusing on Institutional Business Development. This activity requires minimal time.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
Previous Registrations
First Citizens Investor Services, INC.
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Gwfs Equities, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.