Christopher
Yappel
Citizens Securities, Inc
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About this Advisor
Christopher Yappel is a financial advisor working in Stow, Ohio with a total of 6 years of industry experience. Yappel works at Citizens Securities, Inc. Their career trajectory has included roles at Citizens Bank, Portrait Innovations, Yankee Peddler Festival Inc, Citizens Securities, Inc, Citizens Bank, N.A and Citizens Bank, N/A. Yappel has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Citizens Securities, Inc is a business based in Hingham, RI. It has offices in 1,059 locations and a total of 613 employees. It oversees $7 billion in assets under management among its 47,802 client accounts, placing it among the largest firms in the country by assets under management. Citizens Securities, Inc performs a broad range 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 largely vary depending on which service is offered. Fees 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
Christopher Yappel Work History
Christopher has been registered as a financial advisor for 6 years.*
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank, N/A
Citizens Securities, Inc
Citizens Bank, N.A
Citizens Securities, Inc
Citizens Bank
Citizens Bank
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Portrait Innovations
Yankee Peddler Festival 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.
Disclosures
Please visit the SEC profile of Christopher Yappel 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
Hudson, NH
Westwood, MA
Fort Washington, PA
Monroeville, PA
Monroeville, PA
Johnston, RI
Westwood, MA
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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