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Douglas Graham MacDonald

Citizens Securities, Inc.

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About Douglas Graham MacDonald

Douglas MacDonald is a financial advisor with over 15 years of experience in the financial services industry. Douglas is currently registered with Citizens Securities, Inc., a firm that specializes in providing investment advice to individuals, businesses, and high-net-worth clients. Douglas has previously held positions at FIRST REPUBLIC SECURITIES COMPANY, LLC, WELLS FARGO INVESTMENTS, LLC, and WELLS FARGO ADVISORS, LLC. Douglas is also a Series 63, Series 66, Series 7, and SIE licensed advisor. Douglas has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.

Firm Information

Douglas MacDonald 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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Douglas MacDonald’s Registration & Firm History

MA

04/08/2024 - Present

Citizens Securities, Inc. (Woburn MA)

FL

09/15/2010 - 09/28/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)

TX

08/13/2009 - 06/22/2010

WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)

NY

05/02/2008 - 08/17/2009

WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)

MA

01/14/2004 - 07/05/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Graham MacDonald.
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