Michael
Barrett
Citizens Securities, Inc
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About this Advisor
Michael Barrett is a financial advisor based in West Palm Beach, Florida, working with Citizens Securities, Inc. Michael has previously held positions at Thomson Reuters, Acorn Management, Merrill Lynch, Pierce, Fenner & Smith Inc, Citizens Investment Service, and Citizens Securities Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, 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. Currently, Michael is part of Citizens Securities, Inc, which operates out of West Palm Beach, Florida. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Barrett Work History
Citizens Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Citizens Investment Service
Thomson Reuters
Acorn Management
Disclosures
Please visit the SEC profile of Michael Barrett 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
Matawan, NJ
Woburn, MA
Fort Washington, PA
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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