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Joshua Perry Davis

Citizens Securities, Inc.

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About Joshua Perry Davis

Joshua Perry Davis is a financial advisor with over 25 years of experience in the financial industry. Joshua has a proven track record of success in providing comprehensive financial advice and investment management services to individuals, families, and businesses. Joshua is currently registered with Citizens Securities, Inc. and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, CCO Investment Services Corp., WM Financial Services, Inc. and Princor Financial Services Corporation. Joshua holds multiple licenses including Series 6, 7, 24, 63 and 65 as well as the SIE and is a CERTIFIED FINANCIAL PLANNER™. Joshua is committed to providing his clients with personalized attention and tailored financial solutions.

Firm Information

Joshua Davis 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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Joshua Davis’s Registration & Firm History

RI

07/18/2024 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

10/14/2005 - 03/06/2008

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

RI

06/15/2001 - 11/08/2005

CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)

CA

05/21/1998 - 06/13/2001

WM FINANCIAL SERVICES, INC. (IRVINE CA)

IA

08/13/1997 - 05/27/1998

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 08/08/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joshua Perry Davis. Review regulatory record here.
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