David Wright Durham

Financial advisor at First Citizens Investor Services, Inc. · Sumter, SC

Last updated 2026-10-10

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David Wright Durham is a financial advisor at First Citizens Investor Services, Inc. in Sumter, SC, CRD 6994235. Licenses and exams on the registration: Series 66. IAPD registration began 2018-11-16.

Registration

CRD number
6994235
Registration status
Active
IAPD registration
2018-11-16
Industry Experience
7 years
Work Experience
28 years
States registered
SC

Licenses and exams

  • Series 66

Work history

  • 1998-03 to Present · First Citizens Bank · Sumter, SC
  • 2018-08 to Present · First Citizens Investor Services · Raleigh, NC
  • 1998-01 to Present · Rental Property · Sumter, SC
  • 1999-01 to Present · Coin Collecting · Sumter, SC

Current employment

SEC IAPD record for David Wright Durham

First Citizens Investor Services, Inc.

Regulatory AUM
$2,626,080,185
Registered advisors
417
Offices
295
Clients per advisor
18.3 (Low)
Average AUM per client
$343.5K (Low)
High-net-worth client ratio
8.4% (Low)

First Citizens Investor Services, Inc.: advisors, services and reported ETF investments

About

David Wright Durham is a financial advisor at First Citizens Investor Services, Inc. in Sumter, SC. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 28 years of reported work history.

First Citizens Investor Services, Inc.'s firm-level Form ADV reports 417 advisors across 295 offices; approximately 18.3 clients per advisor, average assets per client of $343,503, and regulatory AUM of $2.6B; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Educational Seminars or Workshops.

What this firm offers

Filed by First Citizens Investor Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

201 N Washington St, Sumter, SC 29150

2 advisors at this office.

First Citizens Investor office in Sumter, SC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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