Lee
Hurney
Citizens Securities, Inc
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About this Advisor
Lee Hurney is a financial advisor based in Arlington, Massachusetts, working with Citizens Securities, Inc. Lee has previously held positions at Lpl Financial LLC, Prudential Annuities Distributors, Citizens Securities Inc, Ast Investment Services, Prudential Insurance Company Of America, Geneos Wealth Management, Integrated Wealth Management, National Planning Corporation, Gwfs Equities, Inc, and Transamerica Capital Inc. Lee has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in California, Florida, New Hampshire, and New York. Currently, Lee is part of Citizens Securities, Inc, which operates out of Arlington, 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
Lee Hurney Work History
Citizens Securities Inc
Prudential Annuities Distributors
Prudential Insurance Company Of America
N/A
Transamerica Capital Inc
Gwfs Equities, Inc
Lpl Financial LLC
National Planning Corporation
Geneos Wealth Management
Integrated Wealth Management
Prudential Annuities Distributors
Ast Investment Services
Prudential Insurance Company Of America
Disclosures
Please visit the SEC profile of Lee Hurney 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
Johnston, RI
West Palm Beach, FL
Fort Washington, PA
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Syracuse, NY
Columbus, OH
Monroeville, PA
Fort Washington, PA
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