Financial ADVSR advisor directory · SEC adviser records
Citizens Securities, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in California, by city and A to Z.
The short answer
38 registered advisors work at Citizens Securities, Inc. in California, out of 709 nationwide; it's the firm's number 6 state by advisors, and the most are in Menlo Park (13). 8 list the CFP designation and 38 are also registered broker representatives.
Citizens Securities, Inc. advisors by city in California
Every firm in California →Menlo Park 13Los Angeles 8San Francisco 6Beverly Hills 3Newport Beach 3El Segundo 2Corona 1Glendale 1Lake Forest 1
Citizens Securities, Inc. advisors in California, A to Z
Search by name →- Cynthia AlstonNewport Beach
- Katayoun AttaiiBeverly Hills
- Thomas E. BeatyMenlo Park · Certified Financial Planner
- Hugh W. BeecherMenlo Park
- Eric J. BradleyNewport Beach
- Andrew E. CurtoLos Angeles
- Megan DiaNewport Beach
- Harriet C. DowerMenlo Park
- Derek EngenMenlo Park · Certified Financial Planner, Personal Financial Specialist
- Clement FariasMenlo Park
- Keith R. GentrySan Francisco
- Richard I. GordonMenlo Park
- Will H. HendricksEl Segundo · Certified Financial Planner
- Sean A. KramLos Angeles
- Jeanmarie M. LabonteMenlo Park
- Kang LeeGlendale
- Laura D. MaiLake Forest
- Claire McDonaldSan Francisco
- Moira R. McGlynnMenlo Park · Certified Financial Planner
- Margaret L. McGonigleMenlo Park · Certified Financial Planner
- Thomas B. MetzgerSan Francisco
- Ka Lai NgMenlo Park
- Rodney J. OleaBeverly Hills
- Matthew E. OliveiraLos Angeles
- Kristofer R. ReddawayNewport Beach
- Alex ScheelSan Francisco · Certified Financial Planner
- Mike ShayestehfarLos Angeles
- Gregory C. ShermanLos Angeles
- David B. SnyderLos Angeles
- Michael O. SolisSan Francisco
- Jordan G. StaveleySan Francisco
- Ian J. SternMenlo Park
- Brendan M. SuppleMenlo Park
- Trevor A. WadeLos Angeles
- Darren A. WaldLos Angeles
- Mitchell WeitzMenlo Park · Chartered Financial Analyst
- John WilliamsEl Segundo · Certified Financial Planner
- Linda M. YangBeverly Hills · Certified Financial Planner
Citizens Securities, Inc. advisors in every state →Citizens Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Citizens Securities, Inc. in other states
Rhode Island 134Pennsylvania 127Massachusetts 122New York 88Ohio 68Florida 35New Hampshire 28New Jersey 28Michigan 18Connecticut 7Delaware 3North Carolina 3
Questions
How many Citizens Securities, Inc. financial advisors are in California?
38 investment adviser representatives are registered at Citizens Securities, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 709 at the firm nationwide. 8 list the CFP designation and 38 are also registered as broker representatives.
Where in California does Citizens Securities, Inc. have the most advisors?
Menlo Park, with 13, then Los Angeles (8). Citizens Securities, Inc. has advisors in 9 cities in California.
How do I check a Citizens Securities, Inc. advisor in California?
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.