Adam
Boyce
Citizens Securities, Inc
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About this Advisor
Adam Boyce is a financial advisor who works in Westwood, Massachusetts, who has 5 years of industry experience. Boyce is an advisor for Citizens Securities, Inc. Over the course of their career, they have held roles at Edward Jones, Liberty Mutual Insurance, Pnc Bank, Pnc Investments LLC, Pnc Investments and Citizens Securities, Inc. Boyce maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia, New Jersey and Pennsylvania. Citizens Securities, Inc is a company based out of Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It handles $7 billion in assets across its 47,802 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The company has 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 usually are based on the type of services. Fee types billed 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
Adam Boyce Work History
Adam has been registered as a financial advisor for 5 years.*
Citizens Securities, Inc
Citizens Securities, Inc
Pnc Investments
Edward Jones
Pnc Bank
Pnc Investments LLC
Liberty Mutual Insurance
*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 Adam Boyce 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
Canton, MI
Hudson, NH
Albany, NY
Johnston, RI
Westwood, MA
Johnston, RI
Westerly, 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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