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Benjamin Phan

Citizens Securities, Inc.

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About Benjamin Phan

Benjamin Phan is a financial advisor at Citizens Securities, Inc. Benjamin has been in the industry since April 30, 2019. Benjamin is registered with the state of Massachusetts. Prior to joining Citizens Securities, Inc., Benjamin was employed by J.P. MORGAN SECURITIES LLC. Benjamin holds the Series 63, Series 6TO, and SIE licenses.

Firm Information

Benjamin Phan is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Phan’s Registration & Firm History

MA

09/29/2023 - Present

Citizens Securities, Inc. (WALTHAM MA)

MA

05/01/2019 - 10/03/2023

J.P. MORGAN SECURITIES LLC (Boston MA)

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Licenses & Designations

BC

Issued 05/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Phan.
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