Citizens Securities, Inc
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About this Advisor
Joshua Bell is a financial advisor operating in Pittsburgh, Pennsylvania, who has been in the financial industry for 15 years. Bell works at Citizens Securities, Inc. Throughout their career, Bell has worked at Citizens Bank, Beneficial Finance, Cco Investment Services and Citizens Securities Inc. Bell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Washington, North Carolina and Pennsylvania. Citizens Securities, Inc is a registered investment business operating in Pittsburgh, Pennsylvania. The company has offices in 1,165 locations and a total of 1,469 advisors. It has $4 billion in assets under management across its 26,500 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 26,500 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Citizens Securities, Inc offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely depend on which services are offered. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Citizens Securities, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Bell Work History
Joshua has 15 years of experience.
Citizens Securities Inc
Cco Investment Services
Joshua Bell has no disclosures.
Please visit their SEC profile for more details.