James
Fisher

Citizens Securities, Inc

CRD#6761018
Investment Advisor
in Lancaster, PA

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About this Advisor

James Fisher is a financial advisor based in Lancaster, Pennsylvania, working with Citizens Securities, Inc. James has previously held positions at Citizens Bank, Citizens Securities, Inc, J.S. Fisher Violins LLC, Santander Bank, Na, Santander Securities, LLC, Jemersonstudio, and Citizens Bank, N/A. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Citizens Securities, Inc, which operates out of Lancaster, Pennsylvania. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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

Series 63, Series 65

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

600 Centerville Rd Mailstop: 18B-0255
Lancaster, PA 17601

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

PA Average: 18
Total Number of Accounts

47,222

PA Average: 609
Average Account Size

$154,888

PA Average: $4,619,448

Investment Advisory Services

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

James Fisher Work History

2023 - Present (1 year)

Citizens Securities, Inc

2023 - Present (1 year)

Citizens Bank, N/A

2023 - 2023 (< 1 year)

Santander Securities, LLC

2022 - 2023 (1 year)

Jemersonstudio

2020 - 2023 (3 years)

Santander Bank, Na

2020 - 2023 (3 years)

Santander Securities, LLC

2017 - 2020 (3 years)

Citizens Securities, Inc

2015 - 2020 (5 years)

Citizens Bank

2006 - 2023 (17 years)

J.S. Fisher Violins LLC

Disclosures

Please visit the SEC profile of James Fisher 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

Zachary Brinkley
Clinton Township, MI
Lisa Burke
Johnston, RI
Jeffrey Unger
Matawan, NJ
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
David Loughlin
Johnston, RI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
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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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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