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Greg Robert Beacom

Citizens Securities, Inc.

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About Greg Robert Beacom

Greg Beacom is a registered representative at Citizens Securities, Inc. located in FAIRLAWN, OH. Greg has been in the financial services industry since July 31, 2006. Greg's previous experience includes working for firms like Key Investment Services LLC, TD Ameritrade, Inc., and Scottrade, Inc. Greg holds licenses for Series 4, 7, 24, 52TO, 53, and 66 and has a total of 5 exams passed. Greg also is a Deacon at the Heritage Reformed Baptist Church. Greg is dedicated to providing financial advice and helping clients achieve their financial goals.

Firm Information

Greg Beacom 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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Greg Beacom’s Registration & Firm History

OH

09/13/2022 - Present

Citizens Securities, Inc. (FAIRLAWN OH)

OH

01/05/2021 - 09/15/2022

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

OH

02/26/2018 - 01/11/2021

TD AMERITRADE, INC. (CANTON OH)

OH

01/04/2007 - 02/26/2018

SCOTTRADE, INC. (CANTON OH)

NJ

07/17/1997 - 10/16/1997

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MN

05/12/1997 - 07/14/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/12/1997 - 07/14/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2024

Series 4 - Registered Options Principal Examination

BC

Issued 01/09/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/26/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg Robert Beacom.
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