Patrick
Dunk
Citizens Securities, Inc
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About this Advisor
Patrick Dunk is a certified financial planner based out of Charlestown, Massachusetts who has 2 years of relevant experience. Dunk is on the advisory team at Citizens Securities, Inc. Throughout their career, they have worked at Hobart And William Smith Colleges, Avon Old Farms School, Chilmark Community Center, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Us Sports Camps, Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial LLC, Shepherd Financial Partners, LLC and Citizens Securities Inc. Dunk holds Series 66 and Series 63 licenses, which qualify them as a securities broker, and is approved to advise clients in New Hampshire and Rhode Island. Citizens Securities, Inc is a business that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 advisors. It has $7 billion in assets under management between its 47,802 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Citizens Securities, Inc offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on the services provided. Fee types charged 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
Patrick Dunk Work History
Patrick has been registered as a financial advisor for 2 years.*
Citizens Securities Inc
Lpl Financial LLC
Shepherd Financial Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Chilmark Community Center
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Hobart And William Smith Colleges
Us Sports Camps
Avon Old Farms School
*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 Patrick Dunk 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
Monroeville, PA
Schenectady, NY
Fort Washington, PA
Hudson, NH
Johnston, RI
Westerly, 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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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.
