Financial ADVSR advisor directory · SEC adviser records
Citizens Securities, Inc. financial advisors in Naples, FL
Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Naples, A to Z.
17 registered advisors work at Citizens Securities, Inc. in Naples, out of 744 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 17 are also registered broker representatives.
Citizens Securities, Inc. advisors in Naples, A to Z
Every Citizens Securities, Inc. advisor →- Christopher H. AdamsChartered Financial Analyst · Also a broker rep
- Nicholas H. BanksAlso a broker rep
- William E. Benjamin IVAlso a broker rep
- William DinnenyAlso a broker rep
- Mandie EvansAlso a broker rep
- Matthew A. FossCertified Financial Planner · Also a broker rep
- Johanna ImhofAlso a broker rep
- Karen L. JohnstonAlso a broker rep
- Grayham M. LohreyCertified Financial Planner · Also a broker rep
- Nicole M. MolnarAlso a broker rep
- Brian P. NagleAlso a broker rep
- Zachary NokeAlso a broker rep
- James R. RubintonAlso a broker rep
- Lester SatlowCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Dustin A. SmithAlso a broker rep
- Matthew J. SmithChartered Financial Analyst · Also a broker rep
- Laura L. YickAlso a broker rep
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 110Conshohocken, PA 53Westwood, MA 35Alliance, OH 26Monroeville, PA 20West Palm Beach, FL 20New York, NY 18Albany, NY 16Menlo Park, CA 12Woburn, MA 12Rocky River, OH 11Pittsburgh, PA 10Tarrytown, NY 9Boston, MA 8Los Angeles, CA 8
Other firms in Naples
All Naples advisors →Morgan Stanley 104Merrill Lynch, Pierce, Fenner & Smith Incorporated 96Wells Fargo Advisors Financial Network, LLC 56LPL Financial LLC 49Wells Fargo Clearing Services, LLC 46Cwa Asset Management Group 43Strategic Advisers LLC 39J.P. Morgan Securities LLC 34Moran Wealth Management, LLC 32UBS Financial Services Inc. 32Osaic Wealth, Inc. 26Raymond James & Associates, Inc. 25
Questions
How many financial advisors does Citizens Securities, Inc. have in Naples?
17 investment adviser representatives are registered at Citizens Securities, Inc. offices in Naples, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 744 nationwide. 3 list the CFP designation and 17 are also registered as broker representatives.
Is Citizens Securities, Inc. one of the largest advisor employers in Naples?
Citizens Securities, Inc. ranks number 18 in Naples by registered advisors; Morgan Stanley has the most, with 104.
How do I check a Citizens Securities, Inc. advisor in Naples?
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.