David Warren Lobeck

First Citizens Asset Management, INC

32 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

First Citizens Asset Management, INC

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

Location

218 S Main St., Summerville, SC, 29483

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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.

Other Business Activities

David works as an Investment Advisor for First Citizens Asset Management, focusing on Institutional Business Development. This activity requires minimal time.