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Kenneth Waldo Lussier

Citizens Securities, Inc.

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About Kenneth Waldo Lussier

Kenneth Waldo Lussier is a financial advisor with Citizens Securities, Inc. Kenneth has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Citizens Securities, Inc. Kenneth is also registered to sell securities in Rhode Island. Prior to joining Citizens Securities, Inc., Kenneth worked as a financial advisor at Putnam Retail Management Limited Partnership and American Express Financial Advisors Inc. Kenneth holds Series 63, Series 65, SIE, and Series 7 licenses. He is dedicated to providing his clients with personalized financial advice and investment solutions. Kenneth specializes in providing financial advice to high-net-worth individuals and corporations. He is also experienced in providing financial planning services to individuals and families.

Firm Information

Kenneth Lussier 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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Kenneth Lussier’s Registration & Firm History

RI

09/14/2011 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

12/23/1998 - 06/14/2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MN

03/16/1992 - 09/21/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/16/1992 - 09/21/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/31/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/24/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Waldo Lussier.
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