Paul
Barnaby
Citizens Securities, Inc
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About this Advisor
Paul Barnaby is a financial advisor operating out of Westwood, Massachusetts. Barnaby currently works for Citizens Securities, Inc. Throughout their career, Barnaby has worked at David Lerner Associates, Inc, The Prudential Insurance Company Of America, Prometheus Alternative Investments, Inc, Prometheus Financial LLC, Private Client Resources, Prometheus Financial Advisors, LLC, Citizens Securities, Inc and Pruco Securities, LLC. Barnaby has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Citizens Securities, Inc is a company headquartered in Hingham, RI. The company has offices in 1,059 locations and a total of 613 advisors. It handles $7 billion in assets under management across its 47,802 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely depend on which services the firm provides the client. Fees charged by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Paul Barnaby Work History
Paul has been registered as a financial advisor for 0 years.*
Citizens Securities, Inc
Prometheus Financial LLC
Prometheus Alternative Investments, Inc
Prometheus Financial Advisors, LLC
Private Client Resources
The Prudential Insurance Company Of America
Pruco Securities, LLC
David Lerner Associates, Inc
*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 Paul Barnaby 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
Hudson, NH
North Tonawanda, NY
Utica, MI
Westerly, RI
Albany, NY
Johnston, RI
Monroeville, PA
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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