Citizens Securities, Inc
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About this Advisor
Daryl Oar is a financial advisor operating out of East Aurora, New York with 8 years of industry experience. Oar is an advisor for Citizens Securities, Inc. They have spent their complete employment at Citizens Securities, Inc. Oar holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, Colorado, Florida, Georgia, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Citizens Securities, Inc is a firm based out of Hingham, RI. It has offices in 1,059 locations and a total of 613 employees. It handles $7 billion in assets under management between its 47,802 client accounts, making it one of the biggest firms in the United States by assets under management. Citizens Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
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Citizens Securities, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daryl Oar Work History
Daryl has been registered as a financial advisor for 8 years.*
Citizens Securities, 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.
Please visit the SEC profile of Daryl Oar 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
Fort Washington, PA
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 firstname.lastname@example.org.
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