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Brandon John Fairbanks

Citizens Securities, Inc.

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About Brandon John Fairbanks

Brandon Fairbanks is a registered representative with Citizens Securities, Inc. Brandon has been in the securities industry since 2000. Brandon is registered in Rhode Island and has a Series 7, Series 24, and Series 63 license. Previously, Brandon has worked at Signator Investors, Inc., Fidelity Brokerage Services LLC, National Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and SureTrade Inc. Brandon focuses on providing financial planning and portfolio management for individuals and participating in a wrap fee program.

Firm Information

Brandon Fairbanks 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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Brandon Fairbanks’s Registration & Firm History

RI

07/24/2018 - Present

Citizens Securities, Inc. (JOHNSTON RI)

NH

12/01/2015 - 05/09/2018

SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)

RI

05/13/2014 - 10/06/2015

FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)

RI

10/17/2012 - 05/02/2014

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

NY

03/06/2012 - 09/20/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

RI

10/23/2009 - 05/21/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

NY

03/05/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

RI

05/15/2000 - 03/05/2001

SURETRADE INC. (LINCOLN RI)

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Licenses & Designations

BC

Issued 02/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon John Fairbanks.
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