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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Citizens Securities, Inc. financial advisors in Beverly Hills, CA

Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Beverly Hills, A to Z.

The short answer

3 registered advisors work at Citizens Securities, Inc. in Beverly Hills, out of 710 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Citizens Securities, Inc. advisors in Beverly Hills, A to Z

Every Citizens Securities, Inc. advisor →

Citizens Securities, Inc. advisors in every city and state →Citizens Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Citizens Securities, Inc. advisors in other cities

Johnston, RI 107Conshohocken, PA 50Westwood, MA 35Alliance, OH 25Monroeville, PA 19West Palm Beach, FL 19Naples, FL 18New York, NY 16Albany, NY 15Menlo Park, CA 13Rocky River, OH 12Woburn, MA 12Tarrytown, NY 9Boston, MA 8Los Angeles, CA 8

Other firms in Beverly Hills

All Beverly Hills advisors →

Morgan Stanley 156Wells Fargo Clearing Services, LLC 85Merrill Lynch, Pierce, Fenner & Smith Incorporated 75UBS Financial Services Inc. 42Raymond James & Associates, Inc. 39RBC Capital Markets, LLC 36Citigroup Global Markets Inc. 24Hsbc Securities (USA) Inc. 12Aire Advisors, LLC 11U.S. Bancorp Advisors, LLC 10Wells Fargo Advisors Financial Network, LLC 8Checchi Capital Advisers, LLC 7

Questions

How many financial advisors does Citizens Securities, Inc. have in Beverly Hills?

3 investment adviser representatives are registered at Citizens Securities, Inc. offices in Beverly Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 710 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Citizens Securities, Inc. one of the largest advisor employers in Beverly Hills?

Citizens Securities, Inc. ranks number 27 in Beverly Hills by registered advisors; Morgan Stanley has the most, with 156.

How do I check a Citizens Securities, Inc. advisor in Beverly Hills?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citizens Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.