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Joseph Lagner

Citizens Securities, Inc.

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About Joseph Lagner

Joseph Lagner is a registered investment advisor representative with Citizens Securities, Inc., a firm based in Johnston, RI. Joseph has been in the industry since 1996 and has worked with firms including Santander Securities LLC, Paychex Securities Corporation, Ohio National Equities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph holds Series 7, Series 63, and Series 65 licenses and is registered in Florida, Massachusetts, and New Hampshire. Joseph's experience and expertise in the industry, as well as the firm's strong reputation, are assets to clients. Citizens Securities, Inc. offers a range of services including financial planning, portfolio management, and participation in wrap fee programs.

Firm Information

Joseph Lagner 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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Joseph Lagner’s Registration & Firm History

MA

08/29/2023 - Present

Citizens Securities, Inc. (MARSHFIELD MA)

MA

11/22/2019 - 08/01/2023

SANTANDER SECURITIES LLC (Raynham MA)

NY

11/07/2017 - 11/11/2019

PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)

MA

07/11/2016 - 11/02/2017

CITIZENS SECURITIES, INC. (MARSHFIELD MA)

OH

03/12/2013 - 07/06/2016

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

NY

09/22/2009 - 03/01/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MA

01/10/2008 - 09/28/2009

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

12/15/2006 - 01/04/2008

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

MA

11/28/2005 - 12/14/2006

IFMG SECURITIES, INC. (COHASSET MA)

CT

09/14/2004 - 11/29/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

NY

10/29/2002 - 09/21/2004

J.P.R. CAPITAL CORP. (SYOSSET NY)

NY

12/05/2001 - 10/21/2002

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

NY

11/04/1999 - 02/15/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IL

12/21/1997 - 09/01/1999

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

07/21/1995 - 12/16/1997

KEDEM CAPITAL CORPORATION (MELVILLE NY)

NY

11/22/1994 - 04/03/1995

ANDREW GARRETT, INC. (NEW YORK NY)

PA

06/14/1994 - 11/28/1994

SHAMROCK PARTNERS, LTD (MEDIA PA)

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Licenses & Designations

IA

Issued 12/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Lagner.
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