Lucas
Gooding
Citizens Securities, Inc
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About this Advisor
Lucas Gooding is a financial advisor operating out of Rocky River, Ohio who has 1 year of industry experience. Gooding is currently employed by Citizens Securities, Inc. Throughout their career, they have worked at Ohio University, Ohio University Credit Union, New Philadelphia High School, Mindys Diner, Union Country Club, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Citizens Bank, Citizens Securities Inc, Citizens Securities, Inc, Citizens Bank, N.A and Citizens Bank, N/A. Gooding maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Citizens Securities, Inc is an advisory company headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 advisors. It controls $7 billion in assets under management between its 47,802 accounts, placing it among the biggest firms in the United States by assets under management. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees typically vary depending on which services are offered. However, fees charged 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
Lucas Gooding Work History
Lucas has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Citizens Bank, N/A
Citizens Securities, Inc
Citizens Bank, N.A
Citizens Bank, N.A
Ohio University
Citizens Bank
Citizens Securities Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Ohio University Credit Union
Ohio University
Mindys Diner
Union Country Club
New Philadelphia High School
*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 Lucas Gooding 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
Newton Highlands, MA
Hudson, NH
Clinton Township, MI
Medford, NJ
Bethesda, MD
Boston, MA
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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