Patrick
Mullen

Citizens Securities, Inc

CRD#4428339
Investment Advisor
in Fort Washington, PA

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About this Advisor

Patrick Mullen is a financial advisor operating in Fort Washington, Pennsylvania with 2 years of industry experience. Mullen is an advisor for Citizens Securities, Inc. Their career trajectory has included roles at Santander Bank Na, Santander Securities LLC, Key Investment Services LLC, Pnc Investments, First National Bank Of Pa, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Citizens Securities, Inc and Cco Investment Services Corp. Mullen has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Florida, New Jersey and Pennsylvania. Citizens Securities, Inc is a registered investment business operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 financial advisors. It manages $7 billion in assets under management between its 47,802 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Citizens Securities, Inc offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

602 Office Center Drive, Ste. #100 Pfw080
Fort Washington, PA 19034

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

PA Average: $4,619,448

Investment Advisory Services

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

Patrick Mullen Work History

Patrick has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citizens Securities, Inc

2018 - 2018 (< 1 year)

Pnc Investments

2018 - 2021 (3 years)

First National Bank Of Pa

2018 - 2021 (3 years)

Cetera Investment Advisers LLC

2018 - 2021 (3 years)

Cetera Investment Services LLC

2017 - 2018 (1 year)

Key Investment Services LLC

2015 - 2017 (2 years)

Santander Bank Na

2015 - 2017 (2 years)

Santander Securities LLC

2011 - 2015 (4 years)

Cco Investment Services Corp

*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 Patrick Mullen 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

Eliza Siradze
Johnston, RI
Jimmy To
Philadelphia, PA
Edward Kamradt
Fort Washington, PA
Justin Binion
Monroeville, PA
Jody Mccoy
Westwood, MA
Stephen Wilson
Westerly, RI
David Hudson
Westwood, MA
Andrew Booth
Fort Washington, PA

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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