Travis
Lichtenfeld

Citizens Securities, Inc

CRD#6538785
Investment Advisor
in Akron, OH

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About this Advisor

Travis Lichtenfeld is a financial advisor who works in Akron, Ohio with a total of 6 years of relevant experience. Lichtenfeld is on the advisory team at Citizens Securities, Inc. The advisor has gained experience at Charter One/ Citizens Bank, Citizens Bank, C & L Vending Services and Citizens Securities Inc. Lichtenfeld maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Ohio. Citizens Securities, Inc is a business that has its headquarters in Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It manages $7 billion in assets among its 47,802 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice usually are based on the services offered. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

2770 West Market Street Ms: Ohb594
Akron, OH 44333

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

OH Average: $2,813,243,532
Total Number of Employees

613

OH Average: 18
Total Number of Accounts

47,802

OH Average: 609
Average Account Size

$145,605

OH Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Travis Lichtenfeld Work History

Travis has been registered as a financial advisor for 6 years.*

2021 - Present (3 years)

Citizens Securities Inc

2005 - Present (19 years)

C & L Vending Services

2017 - 2021 (4 years)

Citizens Securities Inc

2017 - 2021 (4 years)

Citizens Bank

2015 - 2017 (2 years)

Citizens Bank

2006 - 2015 (9 years)

Charter One/ Citizens Bank

*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 Travis Lichtenfeld 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

Eliza Siradze
Johnston, RI
Jimmy To
Philadelphia, PA
Donna Failla
Hudson, NH
Justin Binion
Monroeville, PA
Jody Mccoy
Westwood, MA
Stephen Wilson
Westerly, RI
David Hudson
Westwood, MA
Joshua Bell
Monroeville, 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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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.

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