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
Brattleboro, VT 05301
Credentials
Series 63, Series 65
Industry experience
17 years
0.50% annually
Account minimum: $2,000
Citizens Securities, Inc.
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2023 - 2024 (1 year)
Randy Lowenberg
2023 - 2024 (1 year)
Northwestern Mutual Investment Services
2023 - 2024 (1 year)
Agia
2022 - 2023 (1 year)
Valic Financial Advisors, inc.
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
TD Bank
2021 - 2022 (1 year)
Citizens Securities, Inc.
2020 - 2021 (1 year)
Citizens bank
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
Boston Beer Works
2016 - 2016 (1 year)
Santander Bank, NA
2012 - 2018 (6 years)
Santander Securities, LLC
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.
CFP®, Series 66
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Claremont, NH
Edward Jones
ChFC®, Series 66
Springfield, VT
Edward Jones
CFP®, Series 65
Chester, VT
Afs Wealth Management Llc
Series 63, Series 66
Windsor, VT
Empower Advisory Group
Series 66
Holland, MI
Advisory Alpha, LLC
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