Brian
Mcnamara

Citizens Securities, Inc

CRD#1212130
Investment Advisor
in Sandwich, MA

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About this Advisor

Brian Mcnamara is a financial advisor operating in Sandwich, Massachusetts who has 7 years of relevant experience. Mcnamara is on the advisory team at Citizens Securities, Inc. They have spent their whole time as a financial advisor at Citizens Securities, Inc. Mcnamara has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Connecticut, Florida, Kentucky, New Jersey, New York, North Carolina, Texas and Virginia. Citizens Securities, Inc is a financial advisory company operating out of Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 people on staff. It has $7 billion in assets under management between its 47,802 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Citizens Securities, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules are based on the type of financial services. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

10 Merchants Road
Sandwich, MA 02563

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

MA Average: 18
Total Number of Accounts

47,802

MA Average: 609
Average Account Size

$145,605

MA Average: $4,619,448

Investment Advisory Services

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

Brian Mcnamara Work History

Brian has been registered as a financial advisor for 7 years.*

2002 - Present (22 years)

Citizens Securities, 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 Brian Mcnamara 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

Patrick Hurley
Westwood, MA
Cole Fuller
Boston, MA
Eliza Siradze
Johnston, RI
Jody Mccoy
Westwood, MA
Mark Dextradeur
Johnston, RI
Kevin Jones
Bethesda, MD
Edward Kamradt
Fort Washington, PA
Joshua Bell
Monroeville, 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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