Briar
Golden

Citizens Securities, Inc

CRD#4474787
Investment Advisor
in Hampton, NH

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About this Advisor

Briar Golden is a financial advisor based in Hampton, New Hampshire, working with Citizens Securities, Inc. Briar has previously held positions at Metlife Securities Inc, Mml Investors Services, LLC, Citizens Bank, Massachusetts Mutual Life Insurance Company, and Citizens Securities, Inc. Briar has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Briar is part of Citizens Securities, Inc, which operates out of Hampton, New Hampshire. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

35 Winnacunnet Road Ms: Nh444
Hampton, NH 03842

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

NH Average: 18
Total Number of Accounts

47,222

NH Average: 609
Average Account Size

$154,888

NH Average: $4,619,448

Investment Advisory Services

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

Briar Golden Work History

2023 - Present (1 year)

Citizens Bank, N/A

2023 - Present (1 year)

Citizens Securities, Inc

2017 - 2023 (6 years)

Mml Investors Services, LLC

2016 - 2023 (7 years)

Massachusetts Mutual Life Insurance Company

2012 - 2017 (5 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Briar Golden 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

David Reynolds
Uncasville, CT
Brian Sullivan
Woburn, MA
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Zachary Brinkley
Clinton Township, MI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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