Travis
Lichtenfeld
Citizens Securities, Inc
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About this Advisor
Travis Lichtenfeld is a financial advisor based in Akron, Ohio, working with Citizens Securities, Inc. Travis has previously held positions at Charter One/ Citizens Bank, Citizens Bank, C & L Vending Services, Citizens Securities Inc, and Citizens Securities, Inc. Travis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Ohio, and Virginia. Currently, Travis is part of Citizens Securities, Inc, which operates out of Akron, Ohio. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Travis Lichtenfeld Work History
Citizens Securities, Inc
C & L Vending Services
Citizens Securities Inc
Citizens Bank
Citizens Bank
Charter One/ Citizens Bank
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
Uncasville, CT
Johnston, RI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Matawan, NJ
Monroeville, PA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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