Todd
Fischer

Citizens Securities, Inc

CRD#3122170
Investment Advisor
in Milford, NH

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About this Advisor

Todd Fischer is a financial advisor based in Milford, New Hampshire, working with Citizens Securities, Inc. Todd has previously held a position at Citizens Securities, Inc. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Kentucky, Maine, Maryland, Michigan, New Hampshire, Ohio, Pennsylvania, South Carolina, Vermont, and Virginia. Currently, Todd is part of Citizens Securities, Inc, which operates out of Milford, 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 63, Series 65, 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

173 Elm Street Ms: Nh477
Milford, NH 03055

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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

Todd Fischer Work History

2013 - Present (11 years)

Citizens Securities, Inc

Disclosures

Please visit the SEC profile of Todd Fischer 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

Jeffrey Unger
Matawan, NJ
Thomas Metzger
Granite Bay, CA
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Laureen Landgren
West Palm Beach, FL
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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