Dylan
Souter
Citizens Securities, Inc
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About this Advisor
Dylan Souter is a financial advisor based in Woburn, Massachusetts, working with Citizens Securities, Inc. Dylan has previously held positions at Alford Lake Camp, Rudys Of The Cape, Northwestern Mutual Investment Services LLC, Paul J Driscoll, Global Atlantic Financial Group, Student, Santander Bank, Na, Santander Securities, LLC, and Citizens Securities Inc. Dylan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Maine, New Hampshire, and Rhode Island. Currently, Dylan is part of Citizens Securities, Inc, which operates out of Woburn, Massachusetts. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers 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
Dylan Souter Work History
Citizens Securities Inc
Santander Securities, LLC
Santander Bank, Na
Santander Securities, LLC
Northwestern Mutual Investment Services LLC
Paul J Driscoll
Global Atlantic Financial Group
Rudys Of The Cape
Alford Lake Camp
Student
Disclosures
Please visit the SEC profile of Dylan Souter 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
Johnston, RI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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