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Darron Lamont Carpenter

Citizens Securities, Inc.

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About Darron Lamont Carpenter

Darron Lamont Carpenter is a financial advisor with Citizens Securities, Inc. Darron has been in the industry since 2007. Darron holds Series 6, 7, 63, 65, and 87 securities licenses. Darron's prior experience includes working for Resource Securities LLC, Pruco Securities, LLC, Thrivent Investment Management Inc., and Boe Securities Inc. Darron is registered to provide investment advice in Colorado, Florida, Indiana, Maryland, Minnesota, New Jersey, New York, and Pennsylvania.

Firm Information

Darron Carpenter 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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Darron Carpenter’s Registration & Firm History

PA

08/17/2020 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

02/26/2019 - 12/10/2019

RESOURCE SECURITIES LLC (PHILADELPHIA PA)

MN

01/28/2016 - 09/01/2017

PRUCO SECURITIES, LLC. (PLYMOUTH MN)

MN

08/28/2012 - 09/10/2014

THRIVENT INVESTMENT MANAGEMENT INC. (LAKE ELMO MN)

PA

09/04/2009 - 02/23/2011

BOE SECURITIES INC. (PHILADELPHIA PA)

NJ

01/06/2006 - 02/23/2007

STURDIVANT & CO. INC (VOORHEES NJ)

PA

04/03/1996 - 08/28/1996

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

MN

04/26/1995 - 05/11/1995

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 08/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2009

Series 7 - General Securities Representative Examination

BC

Issued 01/20/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darron Lamont Carpenter.
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