Advisor at Citizens Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citizens Securities, Inc.
Location
Johnston, RI 02919
Credentials
Series 63, Series 65
Industry experience
9 years
Leanda Hodgkin is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has worked at Citizens Securities since 2018 and previously at Citizens Bank from 2012 to 2018. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Based on Citizens Securities, Inc.
0.50% annually
Account minimum: $2,000
1 Citizens Bank Way
Johnston, RI 02919
Rhode Island
Citizens Securities, INC.
2021 - Present (5 years)
Citizens Securities, INC.
2019 - 2021 (2 years)
Citizens Securities INC.
2018 - 2019 (1 year)
Citizens Bank
2018 - 2019 (1 year)
Citizens Bank
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65, Series 66
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Series 63, Series 65
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CFA®
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