Travis
Walls
Citizens Securities, Inc
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About this Advisor
Travis Walls is a financial advisor based in Victor, New York, working with Citizens Securities, Inc. Travis has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Dream (Formally Harlem Rbi), St. John'S University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Citizens Securities Inc. Travis has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Travis is part of Citizens Securities, Inc, which operates out of Victor, New York. 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.
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Travis Walls Work History
Citizens Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Dream (Formally Harlem Rbi)
St. John'S University
Disclosures
Please visit the SEC profile of Travis Walls 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
Woburn, MA
Old Lyme, CT
Clinton Township, MI
Johnston, RI
Matawan, NJ
Fremont, CA
Monroeville, PA
Uncasville, CT
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