Michelle
Hansen

Citizens Securities, Inc

CRD#5498736
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Michelle Hansen is a financial advisor based in West Palm Beach, Florida, who has 4 years of industry experience. Hansen is on the advisory team at Citizens Securities, Inc. Over the course of their career, Hansen has held roles at Lpl Financial LLC, America Group and Citizens Securities, Inc. Hansen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work 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 firm headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It handles $7 billion in total assets among its 47,802 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Citizens Securities, Inc performs a number 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 typically depend on the financial services. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

777 S Flagler Drive Suite #142
West Palm Beach, FL 33401

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

FL Average: 18
Total Number of Accounts

47,802

FL Average: 609
Average Account Size

$145,605

FL Average: $4,619,448

Investment Advisory Services

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

Michelle Hansen Work History

Michelle has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Citizens Securities, Inc

2019 - 2022 (3 years)

Citizens Securities, Inc

2009 - 2019 (10 years)

Lpl Financial LLC

2009 - 2013 (4 years)

America Group

*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 Michelle Hansen 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

Stephen Wilson
Westerly, RI
David Mello
Johnston, RI
Joshua Bell
Monroeville, PA
Jody Mccoy
Westwood, MA
Roberto Rizza
Utica, MI
Frederick Hepfer
Albany, NY
David Hudson
Westwood, MA
Edward Kamradt
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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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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