Ameriprise Financial Services
46yrs
Top advisor by experience in Fort Lauderdale
4yrs
David Spinks
Full name on record: David Wayne Spinks
Financial advisor at First Citizens Investor Services
David Spinks has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Fort Lauderdale, Florida. David joined First Citizens Investor Services in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 1190 advisors with offices in Fort Lauderdale, and one of 1104 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office6555 North Federal Hwy, Fort Lauderdale, FL 33308
How the firm is paid ?Percent of assets
Typical client at the firm ?$344,524
Advisors at the firm406
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowFirst Citizens Investor Services, Inc.Current firm
Contact David
6555 North Federal HwyFort Lauderdale, FL 33308Office · Get directions Firm main line(800) 229-0205Headquarters: First Citizens Investor Services · Raleigh, NC Firm websitewww.firstcitizens.com/wealth
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call First Citizens Investor Services at (800) 229-0205 and ask for David Spinks. David works from the Fort Lauderdale, FL office.
How long has David been a financial advisor?
David has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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