Mark
Dudley

First Citizens Investor Services, Inc

CRD#1145120
Investment Advisor
in Rogers, AR

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About this Advisor

Mark Dudley is a financial advisor based in Rogers, Arkansas, working with First Citizens Investor Services, Inc. Mark has previously held positions at Hancock Bank, Hancock Investment Services, Inc, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and First Citizens Investor Services. Mark is registered to provide services in Louisiana. Currently, Mark is part of First Citizens Investor Services, Inc, which operates out of Rogers, Arkansas. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Rogers, AR

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

AR Average: $3,625,019,099
Total Number of Employees

235

AR Average: 22
Total Number of Accounts

6,086

AR Average: 1,917
Average Account Size

$284,149

AR Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mark Dudley Work History

2024 - Present (1 year)

First Citizens Investor Services

2023 - 2024 (1 year)

Cetera Investment Advisers LLC

2022 - 2024 (2 years)

Cetera Advisor Networks LLC

2022 - 2024 (2 years)

Cetera Advisors LLC

2022 - 2024 (2 years)

Cetera Financial Specialists LLC

2022 - 2024 (2 years)

Cetera Investment Services LLC

2012 - 2022 (10 years)

Hancock Bank

2012 - 2022 (10 years)

Hancock Investment Services, Inc

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Disclosures

Please visit the SEC profile of Mark Dudley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Citizens Investor Services, Inc

James Earle
New Bern, NC
Vernon Russ
Raleigh, NC
Joseph Zarzycki
Raleigh, NC
Haley Mckenna
Raleigh, NC
Albert Stephens
Charlotte, NC
Ryan Ferguson
Raleigh, NC
Timothy Sumner
Clinton, NC
Alexander Talley
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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