Joshua
Bell

Citizens Securities, Inc

CRD#6164251
Investment Advisor
in Monroeville, PA

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About this Advisor

Joshua Bell is a financial advisor based in Monroeville, Pennsylvania, working with Citizens Securities, Inc. Joshua has previously held positions at Cco Investment Services, Citizens Securities Inc, and Citizens Bank. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Pennsylvania, and South Carolina. Currently, Joshua is part of Citizens Securities, Inc, which operates out of Monroeville, Pennsylvania. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including 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

4210 William Penn Highway Ms: Pmw846
Monroeville, PA 15146

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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

Joshua Bell Work History

2022 - Present (2 years)

Citizens Securities Inc

2021 - 2022 (1 year)

Citizens Bank

2018 - 2021 (3 years)

Citizens Bank

2017 - 2018 (1 year)

Citizens Securities Inc

2013 - 2017 (4 years)

Cco Investment Services

Disclosures

Please visit the SEC profile of Joshua Bell 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

Thomas Metzger
Granite Bay, CA
William Benjamin
West Palm Beach, FL
Lisa Burke
Johnston, RI
Laureen Landgren
West Palm Beach, FL
Hetal Saki
Fremont, CA
Ping Lin
Syracuse, NY
Jessica Mccarthy
Monroeville, PA
Brian Sullivan
Woburn, MA

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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