Obed
Daphnis
Citizens Securities, Inc
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About this Advisor
Obed Daphnis is a financial advisor who works out of Dedham, Massachusetts. Daphnis is an employee of Citizens Securities, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Chick Fil-A, Hope International, Bank Of America, N.A, Pruco Securities LLC, The Prudential Insurance Company Of America and Citizens Securities, Inc. Daphnis maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Rhode Island. Citizens Securities, Inc is a company operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 employees. It controls $7 billion in assets under management among its 47,802 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The advisory firm offers 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 usually vary depending on which services the firm provides the client. 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
Obed Daphnis Work History
Obed has been registered as a financial advisor for 0 years.*
Citizens Securities, Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Chick Fil-A
Hope International
*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 Obed Daphnis 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
Westwood, MA
Fort Washington, PA
Monroeville, PA
Monroeville, PA
Johnston, RI
Westwood, MA
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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