Thomas
Laporta
Citizens Securities, Inc
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About this Advisor
Thomas Laporta is a certified financial planner who works in Fort Washington, Pennsylvania with 1 year of relevant experience. Laporta is on the advisory team at Citizens Securities, Inc. During their career, Laporta has held roles at Santander Securities LLC, Sovereign Bank, Investors Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Citizens Securities, Inc. Laporta has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Florida, New Jersey, New York and Pennsylvania. Citizens Securities, Inc is a financial advisory firm operating out of Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It handles $7 billion in total assets among its 47,802 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The business provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules are based on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Thomas Laporta Work History
Thomas has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Investors Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Santander Securities LLC
Sovereign Bank
*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 Thomas Laporta 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
Johnston, RI
Westerly, RI
Hudson, NH
Monroeville, PA
Philadelphia, PA
Utica, MI
Westwood, MA
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.
