TrueAdvisor
TrueAdvisor
AH
AH

Adam Hawkins

First Citizens Investor Services, INC.
8 Years of Experience
Ft Lauderdale, FL
Broker
View SEC Summary
View SEC Summary

Adam Hawkins is a registered investment advisor at First Citizens Investor Services, INC., based in Ft Lauderdale, FL, with 8 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,645 clients with $2.6B in assets under management.

First Citizens Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
427 advisors
Number of Clients
7,645 clients
Average Client Portfolio
$344K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.30%
$100K - $250K1.20%
$250K - $500K1.05%
$500K - $1.0M0.90%
$1M+0.85%

Fees represent maximum standard annual rates for primary programs and may vary based on account type and relationship size. Portfolio manager fees of up to 0.55% and tax-aware service fees of 0.053% may apply additionally in certain programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6555 North Federal Hwy, Ft Lauderdale, FL, 33308

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
First Citizens Investor Services, INC.
October 2024 - Present · 2 yrs
First Citizens Investor Services, INC.Broker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
February 2021 - August 2024 · 3 yrs 6 mos
Truist Investment Services, INC.Broker
February 2021 - August 2024 · 3 yrs 6 mos
Bb&t Securities, LLC
February 2018 - February 2021 · 3 yrs
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Ft Lauderdale, FL →All financial advisors in Florida →