Christopher Cecil Lamb

First Citizens Investor Services, INC.

24 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

First Citizens Investor Services, INC.

Compensation

Fee-Only (AUM)

Firm Size

379 advisors

Number of Clients

6,706 clients

Average Client Portfolio

$313K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.30%
$100K - $250K	1.20%
$250K - $500K	1.05%
$500K - $1.0M	0.90%
$1M+	0.85%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

683 Bultman Drive, Sumter, SC, 29150

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2014

Denied

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Other Business Activities

Christopher is a Registered Investment Advisor with First Citizens Asset Management, dedicating a few hours per week to this role. He also serves as a non-public arbitrator for FINRA, spending minimal time on this activity.