Joe
Darling
Citizens Securities, Inc
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About this Advisor
Joe Darling is a financial advisor based in Johnston, Rhode Island who has 1 year of industry experience. Darling is currently employed by Citizens Securities, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Moneycorp Us, World First Foreign Exchange, University Of New Hampshire, Jcpenny, People Ready, Kaeser Compressors, Ma & Ri Irrigation Specialist (Td Design & Driven Landscaping), Spanish Tutor & Esl Instructor, Service Credit Union, Boston Sales Search, Las Olas, Safeway Supermarkets, Little Guy Movers, Darden, Citizens Securities, Inc, Citizens Bank and Citizens Bank, N/A. Darling holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Rhode Island. Citizens Securities, Inc is a firm that has its headquarters in Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 advisors. It controls $7 billion in total assets among its 47,802 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on which services are offered. However, fee types 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
Joe Darling Work History
Joe has been registered as a financial advisor for 1 years.*
Citizens Bank, N/A
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Little Guy Movers
Moneycorp Us
People Ready
Kaeser Compressors
Ma & Ri Irrigation Specialist (Td Design & Driven Landscaping)
Spanish Tutor & Esl Instructor
Service Credit Union
World First Foreign Exchange
Boston Sales Search
Las Olas
Jcpenny
Safeway Supermarkets
Darden
University Of New Hampshire
*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 Joe Darling 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
Schenectady, NY
Hudson, NH
Monroeville, PA
Westwood, MA
Philadelphia, PA
Fort Washington, PA
Monroeville, 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.
