Christopher
Cohen

Citizens Securities, Inc

CRD#3212462
Investment Advisor
in Voorhees, NJ

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About this Advisor

Christopher Cohen is a financial advisor based in Voorhees, New Jersey with 4 years of industry experience. Cohen is on the advisory team at Citizens Securities, Inc. Their career trajectory has included roles at Primerica Financial Services, Pfs Investments Inc and Citizens Securities, Inc. Cohen holds Series 66, Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Pennsylvania. Citizens Securities, Inc is a company that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 financial advisors. It administers $7 billion in total assets among its 47,802 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The 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. Financial management fees usually depend on which services the firm provides the client. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 65, Series 63

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

1120 White Horse Rd, Suite 400 Mailstop: 08B-0401
Voorhees, NJ 08043

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

NJ Average: 18
Total Number of Accounts

47,802

NJ Average: 609
Average Account Size

$145,605

NJ Average: $4,619,448

Investment Advisory Services

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

Christopher Cohen Work History

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

2019 - Present (5 years)

Citizens Securities, Inc

2016 - 2019 (3 years)

Pfs Investments Inc

2015 - 2019 (4 years)

Primerica Financial Services

*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 Christopher Cohen 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

Stephen Wilson
Westerly, RI
Kieth Tong
Hudson, NH
Joshua Bell
Monroeville, PA
Donna Failla
Hudson, NH
Jimmy To
Philadelphia, PA
Timothy Gordon
Schenectady, NY
David Hudson
Westwood, MA
Edward Kamradt
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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