Joseph
Perusse

Citizens Securities, Inc

CRD#5554932
Investment Advisor
in Hudson, NH

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About this Advisor

Joseph Perusse is a financial advisor operating in Hudson, New Hampshire who has 4 years of relevant experience. Perusse currently works for Citizens Securities, Inc. Perusse has gained experience at Smith Companies, Northwestern Mutual Investment Services LLC, Edward Jones, Northwestern Mutual Life Insurance Company, The Leaders Group Inc, Nylife Securities LLC, Atlantic Planning Group, Eagle Strategies LLC and Citizens Securities, Inc. Perusse holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Connecticut, Florida, Maine, New Hampshire and Virginia. Citizens Securities, Inc is an advisory company that has its headquarters in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 financial advisors. It controls $7 billion in assets across its 47,802 customer accounts, making it one of the largest firms in the country by assets under management. Citizens Securities, Inc has a diverse 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 are based on the services. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

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

71 Lowell Road Ms: Nh475
Hudson, NH 03051

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

NH Average: 18
Total Number of Accounts

47,802

NH Average: 609
Average Account Size

$145,605

NH Average: $4,619,448

Investment Advisory Services

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

Joseph Perusse Work History

Joseph has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Citizens Securities, Inc

2017 - 2019 (2 years)

Nylife Securities LLC

2016 - 2016 (< 1 year)

Northwestern Mutual Investment Services LLC

2016 - 2016 (< 1 year)

Northwestern Mutual Life Insurance Company

2016 - 2019 (3 years)

Atlantic Planning Group

2016 - 2019 (3 years)

Eagle Strategies LLC

2014 - 2016 (2 years)

Edward Jones

2011 - 2014 (3 years)

Smith Companies

2011 - 2014 (3 years)

The Leaders Group Inc

*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 Joseph Perusse 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

Justin Binion
Monroeville, PA
Matthew Steiner
Medford, NJ
Edward Kamradt
Fort Washington, PA
Donna Failla
Hudson, NH
Jody Mccoy
Westwood, MA
Jimmy To
Philadelphia, PA
David Hudson
Westwood, MA
Andrew Booth
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.

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