Lara
Ferguson
Citizens Securities, Inc
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About this Advisor
Lara Ferguson is a certified financial planner based in Charlotte, North Carolina who has 1 year of relevant experience. Ferguson is currently employed by Citizens Securities, Inc. Throughout their career, Ferguson has worked at Davinci Financial Designs, Allied Investment Advisors, Moneywise Retirement, Southern Comforts Consignments, Sandy Springs United Methodist Church, Lpl Financial, LLC and Citizens Securities, Inc. Ferguson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut, Delaware, Florida, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont. Citizens Securities, Inc is an advisory firm that has its headquarters in Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It oversees $7 billion in assets under management across its 47,802 client accounts, placing it among the largest firms in the nation by assets under management. The company has a broad set 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 usually are based on the financial services offered. However, fee types billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lara Ferguson Work History
Lara has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Davinci Financial Designs
Lpl Financial, LLC
Allied Investment Advisors
Moneywise Retirement
Southern Comforts Consignments
Sandy Springs United Methodist Church
*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 Lara Ferguson 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
Schenectady, NY
Westwood, MA
Westwood, MA
Westerly, RI
Utica, MI
Dallas, PA
Westwood, MA
Johnston, RI
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.
