Daniel
Richardson
Citizens Securities, Inc
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About this Advisor
Daniel Richardson is a financial advisor who works out of West Palm Beach, Florida with 2 years of industry experience. Richardson is on the advisory team at Citizens Securities, Inc. Their career trajectory has included roles at First National Bank, Jordan Mckenzie Group, Axa Advisors, LLC, Citizens Securities Inc, Western And Southern Life, Pnc Investments, Pnc Investments, LLC, Key Investment Services, LLC, Brookstone Capital Management, Horace Mann Companies, Horace Mann Investors Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Dicks Sporting Goods, Equitable Financial Life Insurance, Axa Advisors and Bank Of America, N.A. Richardson 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 serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Citizens Securities, Inc is a financial advisory company that has its headquarters in Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 people on staff. It manages $7 billion in total assets between its 47,802 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely vary depending on the type of services offered. 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
Daniel Richardson Work History
Daniel has been registered as a financial advisor for 2 years.*
Citizens Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Horace Mann Companies
Horace Mann Investors Inc
Brookstone Capital Management
Pnc Investments, LLC
Key Investment Services, LLC
Pnc Investments
Axa Advisors, LLC
Western And Southern Life
Equitable Financial Life Insurance
Axa Advisors
Jordan Mckenzie Group
Dicks Sporting Goods
First National Bank
*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 Daniel Richardson 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
Westerly, RI
Fort Washington, PA
Monroeville, PA
Monroeville, PA
Johnston, RI
Westwood, MA
Fort Washington, PA
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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