Daniel
Fuhr

Citizens Securities, Inc

CRD#5576453
Investment Advisor
in Dallas, PA

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About this Advisor

Daniel Fuhr is a financial advisor operating out of Dallas, Pennsylvania with a total of 7 years of industry experience. Fuhr works at Citizens Securities, Inc. During their career, the advisor has held roles at First Keystone Community Bank, Infinex Investments, Inc and Citizens Securities, Inc. Fuhr has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Georgia, New Jersey, New York, North Carolina and Pennsylvania. Citizens Securities, Inc is a company that has its headquarters in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 advisors. It manages $7 billion in assets between its 47,802 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on the services provided. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

15 Main St Mailstop: 18U-0004
Dallas, PA 18612

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

PA Average: $4,619,448

Investment Advisory Services

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

Daniel Fuhr Work History

Daniel has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Citizens Securities, Inc

2013 - 2015 (2 years)

First Keystone Community Bank

2013 - 2015 (2 years)

Infinex Investments, 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 Daniel Fuhr 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

Patrick Hurley
Westwood, MA
Cole Fuller
Boston, MA
Edward Kamradt
Fort Washington, PA
Joshua Bell
Monroeville, PA
Eliud Parada
Newton Highlands, MA
Kevin Jones
Bethesda, MD
David Hudson
Westwood, MA
Andrew Booth
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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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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