Timothy Ryan Calvert

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

Last updated 2026-10-10

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Timothy Ryan Calvert is a financial advisor at First Citizens Investor Services, Inc. in Spartanburg, SC, CRD 3241077. Licenses and exams on the registration: Series 63, Series 66. First registered 2005-04-12.

Registration

CRD number
3241077
Registration status
Active
First registered
2005-04-12
Years of experience
21
States registered
SC, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2016-01 to Present · First Citizens Investor Services, Inc. · Spartanburg, SC
  • 2006-11 to Present · First Citizens Asset Management · Columbia, SC

Current employment

SEC IAPD record for Timothy Ryan Calvert

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

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

450 E. Henry Street, Spartanburg, SC 29302

3 advisors at this office.

First Citizens Investor office in Spartanburg, SC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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