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Financial ADVSR advisor directory · SEC adviser records

Citizens Securities, Inc. financial advisors in Newport Beach, CA

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

The short answer

4 registered advisors work at Citizens Securities, Inc. in Newport Beach, out of 709 at the firm nationwide; it ranks number 63 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Citizens Securities, Inc. advisors in Newport Beach, 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 116Conshohocken, PA 52Westwood, MA 37Alliance, OH 29Monroeville, PA 18Rocky River, OH 18Naples, FL 17New York, NY 17Woburn, MA 17West Palm Beach, FL 15Menlo Park, CA 13Albany, NY 10Boston, MA 9Pittsburgh, PA 9Brooklyn, NY 8

Other firms in Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 191Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 84UBS Financial Services Inc. 79LPL Financial LLC 62Wells Fargo Clearing Services, LLC 54J.P. Morgan Securities LLC 52Creative Planning Institutional Advisors, LLC 49MML Investors Services, LLC 44Cetera Investment Advisers LLC 40Charles Schwab & Co., Inc. 39

Questions

How many financial advisors does Citizens Securities, Inc. have in Newport Beach?

4 investment adviser representatives are registered at Citizens Securities, Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Citizens Securities, Inc. one of the largest advisor employers in Newport Beach?

Citizens Securities, Inc. ranks number 63 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 207.

How do I check a Citizens Securities, Inc. advisor in Newport Beach?

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.