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Brent Edward Coughenour

Citizens Securities, Inc.

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About Brent Edward Coughenour

Brent Coughenour is a financial advisor at Citizens Securities, Inc. Brent has been in the financial services industry since May 2013. Brent is licensed in California, Florida, Illinois, North Carolina, Pennsylvania, and Texas. Brent has a Series 6, Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Brent specializes in retirement planning, investment management, and estate planning. Brent's previous employment includes PNC Investments and MML Investors Services, LLC.

Firm Information

Brent Coughenour 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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Brent Coughenour’s Registration & Firm History

MA

07/20/2020 - Present

Citizens Securities, Inc. (WESTWOOD MA)

PA

03/15/2018 - 05/07/2019

PNC INVESTMENTS (PITTSBURGH PA)

WV

02/10/2016 - 03/12/2018

MML INVESTORS SERVICES, LLC (Morgantown WV)

PA

05/06/2015 - 01/14/2016

PNC INVESTMENTS (PITTSBURGH PA)

PA

04/19/2013 - 05/04/2015

MML INVESTORS SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 04/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent Edward Coughenour.
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