Daneen Evana Gimson
Investment Adviser Representative at First Citizens Investor Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daneen Evana Gimson is an investment adviser representative with First Citizens Investor Services, Inc. in Charlotte, NC, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Wells Fargo Advisors and Securities America Advisors, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
3 states and territories
North Carolina, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Suntrust Investment Services, IncJul 2016 – Feb 2019Atlanta, GA
- Highland Capital BrokerageJun 2019 – Jul 2021Charlotte, NC
- Investacorp, Inc.Oct 2019 – Jul 2020Miami, FL
- Investacorp Advisory ServicesOct 2019 – Jul 2020Miami, FL
- UnemployedFeb 2019 – Jun 2019Charlotte, NC
- Securities America, Inc.Jul 2020 – Jul 2021Charlotte, NC
- Securities America Advisors, Inc.Jul 2020 – Jul 2021Charlotte, NC
- Wells Fargo Clearing ServicesJul 2021 – Jul 2024Charlotte, NC
- First Citizens Investor ServicesDec 2024 – Dec 2025Raleigh, NC
- UnemployedJul 2024 – Dec 2024Charlotte, NC
- First Citizens Investor ServicesDec 2025 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Citizens Investor Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $5,000
- First $100,0001.30%
- Next $150,0001.20%
- Next $250,0001.05%
- Next $500,0000.90%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 394
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-57302
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at First Citizens Investor Services, Inc.
Showing 12 of 394 in the directory
Similar advisors in Charlotte, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daneen Evana Gimson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched