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Glen Mackenzie Dowden

Citizens Securities, Inc.

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About Glen Mackenzie Dowden

Glen Mackenzie Dowden is a registered investment advisor representative with Citizens Securities, Inc. Glen has been in the industry for over 16 years. Glen has a series 66, 7 and SIE license and is registered in California, Florida, Maine, New York, Rhode Island and Vermont. Glen is affiliated with the Falmouth, Massachusetts branch of Citizens Securities, Inc. Citizens Securities, Inc. is an investment advisor firm with over $9 billion in assets under management. The firm provides investment advisory services to individuals, corporations and other businesses. Glen's specializations include retirement planning, investment management and financial planning.

Firm Information

Glen Dowden 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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Glen Dowden’s Registration & Firm History

MA

01/02/2020 - Present

Citizens Securities, Inc. (FALMOUTH MA)

MA

11/18/2016 - 10/03/2019

GWN SECURITIES INC. (FALMOUTH MA)

MA

05/02/2007 - 11/22/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Hingham MA)

RI

12/07/2006 - 04/09/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)

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Licenses & Designations

BOTH

Issued 12/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glen Mackenzie Dowden.
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