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Brian Mark McNamara

Citizens Securities, Inc.

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About Brian Mark McNamara

Brian McNamara is a financial advisor at Citizens Securities, Inc. with over 39 years of experience in the financial services industry. Brian has a strong track record of success in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and other businesses. Brian holds Series 6, 7, 24, 63, and 65 licenses, as well as registrations in several states. In addition to providing investment advice, Brian also offers financial planning services and helps clients select other financial advisors. Brian's clients appreciate his expertise and commitment to providing personalized service.

Firm Information

Brian McNamara 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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Brian McNamara’s Registration & Firm History

MA

04/01/2016 - Present

Citizens Securities, Inc. (SANDWICH MA)

NY

04/12/2001 - 12/03/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

FL

02/19/1991 - 04/16/2001

INVESTACORP, INC. (MIAMI FL)

MA

07/06/1988 - 03/04/1991

GAGE-WILEY & CO., INC. (NORTHAMPTON MA)

NA

09/09/1985 - 07/19/1988

NORTH AMERICAN INVESTMENT CORP.

NA

02/04/1985 - 09/16/1985

FECHTOR, DETWILER & CO., INC.

NA

08/21/1984 - 02/28/1985

COBURN & MEREDITH, INC.

NA

12/14/1983 - 07/02/1984

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 01/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Mark McNamara. Review regulatory record here.
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