Benjamin
Veach

Citizens Securities, Inc

CRD#7205279
Investment Advisor
in Monroeville, PA

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About this Advisor

Benjamin Veach is a financial advisor who works in Monroeville, Pennsylvania with 2 years of relevant experience. Veach is currently employed by Citizens Securities, Inc. During their career, the advisor has held roles at Citizens Bank Na, Duckstein Contracting Inc, J.P. Morgan Chase Bank, Kent State University: Student, Congress Lake Country Club, Kent Parks And Recreation and Citizens Securities, Inc. Veach holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Ohio, Pennsylvania and West Virginia. Citizens Securities, Inc is a financial advisory business operating out of Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 advisors. It handles $7 billion in total assets across its 47,802 customer accounts, making it one of the biggest firms in the United States by assets under management. Citizens Securities, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

4210 William Penn Highway Ms: 15B-0017
Monroeville, PA 15146

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

PA Average: $2,813,243,532
Total Number of Employees

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

PA Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Benjamin Veach Work History

Benjamin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citizens Securities, Inc

2019 - 2021 (2 years)

Citizens Bank Na

2019 - 2019 (< 1 year)

Duckstein Contracting Inc

2019 - 2021 (2 years)

Citizens Securities, Inc

2017 - 2019 (2 years)

Citizens Bank Na

2015 - 2017 (2 years)

J.P. Morgan Chase Bank

2014 - 2014 (< 1 year)

Congress Lake Country Club

2013 - 2013 (< 1 year)

Congress Lake Country Club

2012 - 2014 (2 years)

Kent Parks And Recreation

2011 - 2017 (6 years)

Kent State University: Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Veach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Eliud Parada
Newton Highlands, MA
Grant Smith
Hudson, NH
Dustin Dagastino
Clinton Township, MI
Matthew Steiner
Medford, NJ
Kevin Jones
Bethesda, MD
Cole Fuller
Boston, MA
Frederick Hepfer
Albany, NY
Mark Dextradeur
Johnston, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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