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Elvis Julian Phillips

Citizens Securities, Inc.

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About Elvis Julian Phillips

Elvis Julian Phillips is a financial advisor with Citizens Securities, Inc. based in East Norriton, Pennsylvania. Elvis has been in the financial industry since 2005 and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Marketing Corporation. Elvis has both Series 63 and 66 licenses, as well as a Series 7 license. Elvis specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

Elvis Phillips 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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Elvis Phillips’s Registration & Firm History

PA

12/15/2023 - Present

Citizens Securities, Inc. (EAST NORRITON PA)

PA

06/27/2023 - 12/06/2023

ADP BROKER-DEALER, INC. (Allentown PA)

PA

10/17/2017 - 10/02/2018

MORGAN STANLEY (BLUE BELL PA)

NJ

11/08/2013 - 08/31/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

PA

08/30/2005 - 10/17/2013

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/15/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/08/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elvis Julian Phillips.
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