Binod
Joshi
Citizens Securities, Inc
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About this Advisor
Binod Joshi is a financial advisor operating in Irving, Texas with 1 year of relevant experience. Joshi is an employee of Citizens Securities, Inc. Over the course of their career, they have held roles at Jpmorgan Securities LLC, Jpmorgan Chase, Instructional Connections, LLC>, Citizens Securities, Inc and Citizens Bank, N.A. Joshi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Citizens Securities, Inc is a company operating out of Hingham, RI. The company has offices in 1,059 locations and a total of 613 financial advisors. It has $7 billion in total assets across its 47,802 customer accounts, making it one of the largest firms in the United States by assets under management. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules are based on which services are offered. Fees charged 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
Binod Joshi Work History
Binod has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Citizens Bank, N.A
Citizens Securities, Inc
Citizens Bank, N.A
Instructional Connections, LLC>
Jpmorgan Securities LLC
Jpmorgan Chase
Jpmorgan Chase
*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 Binod Joshi 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
Utica, MI
Fort Washington, PA
Hudson, NH
Philadelphia, PA
Schenectady, NY
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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