Shawn
Berthelot
Citizens Securities, Inc
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About this Advisor
Shawn Berthelot is a financial advisor who works in Akron, Ohio with a total of 2 years of relevant experience. Berthelot is an advisor for Citizens Securities, Inc. During their career, the advisor has held roles at Td Ameritrade and Citizens Securities, Inc. Berthelot has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Citizens Securities, Inc is a business operating out of Hingham, RI. The company has offices in 1,059 locations and a total of 613 people on staff. It controls $7 billion in assets under management between its 47,802 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. However, 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
Shawn Berthelot Work History
Shawn has been registered as a financial advisor for 2 years.*
Citizens Securities, Inc
Citizens Securities, Inc
Td Ameritrade
*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 Shawn Berthelot 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
Johnston, RI
Syracuse, NY
Hudson, NH
Monroeville, PA
Albany, NY
Johnston, RI
Westwood, MA
Fort Washington, PA
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