CF
Charles Falconer Mc Callum
CRD 2697260
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| First Citizens Investor Services, Inc. | Registered representative | 07/20/2026 |
| First Citizens Asset Management, Inc | Registered representative | 07/20/2026 |
| Svb Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
First Citizens Investor Services, Inc.
Director, Senior Director Wealth Risk & Governance · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗