Joshua
Bell

Citizens Securities, Inc

CRD#6164251
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

150 Fort Couch Rd Mailstop: 15B-0035
Pittsburgh, PA 15241

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$3,571,716,932

PA Average: $16,012,751,954
Total Number of Employees

1,481

PA Average: 118
Total Number of Accounts

28,867

PA Average: 4,567
Average Account Size

$123,730

PA Average: $3,506,186

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Investment Advisory Services

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

Joshua Bell Work History

Joshua has 15 years of experience.

2017 - Present (2 years)

Citizens Securities Inc

2017 - Present (2 years)

Citizens Bank

2013 - 2017 (4 years)

Cco Investment Services

2010 - 2013 (3 years)

Citizens Bank

2003 - 2009 (6 years)

Beneficial Finance

Disclosures

Joshua Bell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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