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Briar Kaye Golden

Citizens Securities, Inc.

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About Briar Kaye Golden

Briar Kaye Golden is a financial advisor with over 20 years of experience in the financial services industry. Golden currently works with Citizens Securities, Inc. Prior to joining Citizens Securities, Inc., Golden was a financial advisor at MML INVESTORS SERVICES, LLC. Golden holds a Series 66, Series 7 and Series 24 license. Golden also holds the Certified Financial Planner designation.

Firm Information

Briar Golden 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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Briar Golden’s Registration & Firm History

NH

07/20/2023 - Present

Citizens Securities, Inc. (HAMPTON NH)

MA

03/25/2017 - 03/11/2022

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

06/04/2012 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)

NH

08/29/2008 - 09/16/2010

UBS FINANCIAL SERVICES INC. (PORTSMOUTH NH)

NH

11/14/2006 - 09/03/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)

NH

12/20/2001 - 11/21/2006

AMERIPRISE FINANCIAL SERVICES, INC. (PORTSMOUTH NH)

MN

12/20/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Briar Kaye Golden.
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