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Kevin Francis Crook

Citizens Securities, Inc.

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About Kevin Francis Crook

Kevin Crook is an investment advisor representative associated with Citizens Securities, Inc. Kevin Crook is a registered investment advisor representative. Kevin Crook is a registered representative. Kevin Crook has been in the industry since 1992. Citizens Securities, Inc. provides a range of financial services, including financial planning, selection of other advisors, and portfolio management for individuals. Kevin Crook is a board member of Special Equestrians.

Firm Information

Kevin Crook 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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Kevin Crook’s Registration & Firm History

PA

05/09/2023 - Present

Citizens Securities, Inc. (YARDLEY PA)

PA

02/08/2021 - 04/28/2023

RAYMOND JAMES & ASSOCIATES, INC. (NEWTOWN PA)

CT

12/13/2017 - 07/18/2018

WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)

IA

10/01/2015 - 01/26/2017

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

IA

07/24/2014 - 01/26/2017

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

ME

01/02/2013 - 12/12/2013

IMST DISTRIBUTORS, LLC (PORTLAND ME)

WI

01/07/2011 - 12/31/2012

GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

NY

06/18/2009 - 12/31/2010

W. P. STEWART SECURITIES LLC (NEW YORK NY)

NY

01/28/2005 - 09/09/2008

COHEN & STEERS SECURITIES, LLC (NEW YORK NY)

NY

05/20/1997 - 01/03/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

WA

09/20/1994 - 02/09/1996

SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)

NA

02/02/1990 - 08/18/1994

COLONIAL INVESTMENT SERVICES

NA

06/10/1986 - 02/02/1990

COLONIAL INVESTMENT SERVICES, INC.

NA

01/21/1986 - 07/01/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 03/26/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/28/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2004

Series 24 - General Securities Principal Examination

BC

Issued 02/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Francis Crook.
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