Frank
Morgan

Citizens Securities, Inc

CRD#4804435
Investment Advisor
in Columbus, OH

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About this Advisor

Frank Morgan is a financial advisor based out of Columbus, Ohio who has 10 years of industry experience. Morgan is an employee of Citizens Securities, Inc. Their career trajectory has included roles at Pnc Bank, Cco Investment Services, Citizens Securities, Inc, Citizens Bank and Citizens Securities Inc. Morgan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington and West Virginia. Citizens Securities, Inc is a financial advisory firm operating out of Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It administers $7 billion in assets between its 47,802 client accounts, making it one of the largest firms in the country by assets under management. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

4249 Easton Way Mailstop: Ohd160
Columbus, OH 43219

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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

Frank Morgan Work History

Frank has been registered as a financial advisor for 10 years.*

2020 - Present (4 years)

Citizens Securities, Inc

2020 - Present (4 years)

Citizens Bank

2017 - 2020 (3 years)

Citizens Securities Inc

2017 - 2020 (3 years)

Citizens Bank

2016 - 2017 (1 year)

Citizens Securities, Inc

2016 - 2017 (1 year)

Citizens Bank

2013 - 2016 (3 years)

Cco Investment Services

2008 - 2013 (5 years)

Pnc 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 Frank Morgan 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

Jimmy To
Philadelphia, PA
Cole Fuller
Boston, MA
Jody Mccoy
Westwood, MA
Stephen Wilson
Westerly, RI
Timothy Gordon
Schenectady, NY
Kieth Tong
Hudson, NH
Edward Kamradt
Fort Washington, PA
Donna Failla
Hudson, NH

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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