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Dallis Khane Goodson

Citizens Securities, Inc.

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About Dallis Khane Goodson

Dallis Khane Goodson is a financial advisor with Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC. Dallis is registered in California, Connecticut, Florida, Massachusetts, New Jersey, New York, Ohio, and Rhode Island. Dallis holds Series 6, 7, 63, and 65 licenses as well as the SIE exam, and is a Certified Financial Planner. Dallis has been a financial advisor since June 2014, providing financial planning and portfolio management services to individuals and corporations. Dallis has worked with over 53,000 clients and has over $9 billion in assets under management.

Firm Information

Dallis Goodson 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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Dallis Goodson’s Registration & Firm History

MA

03/02/2022 - Present

Citizens Securities, Inc. (Woburn MA)

RI

06/09/2014 - 07/23/2020

CITIZENS SECURITIES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 03/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/09/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dallis Khane Goodson.
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