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Kevin Francis Nolin

Citizens Securities, Inc.

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About Kevin Francis Nolin

Kevin Francis Nolin is a financial professional with over 30 years of experience in the financial services industry. Kevin has held various roles at prominent firms, including B. Riley Wealth Management, Foreside Fund Services, LLC, and Transamerica Financial Advisors, Inc. Kevin has a strong understanding of the investment markets and is dedicated to helping clients reach their financial goals. Currently, Kevin is a registered representative with Citizens Securities, Inc. and provides a range of financial services, including financial planning and portfolio management. Kevin specializes in helping individual investors and corporations develop customized investment strategies.

Firm Information

Kevin Nolin 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 Nolin’s Registration & Firm History

MA

02/09/2024 - Present

Citizens Securities, Inc. (WESTWOOD MA)

TN

02/01/2021 - 05/16/2023

B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)

ME

10/12/2016 - 11/20/2019

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

FL

08/04/2016 - 09/16/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

CT

09/25/2006 - 04/05/2016

HIMCO DISTRIBUTION SERVICES COMPANY (HARTFORD CT)

CT

07/02/2002 - 03/31/2006

AMERIMUTUAL FUNDS DISTRIBUTOR, INC. (STAMFORD CT)

CT

07/20/2000 - 07/02/2002

ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)

ME

07/02/1998 - 05/12/2000

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

MA

05/06/1997 - 12/31/1997

LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)

NY

10/09/1986 - 05/05/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NA

01/07/1985 - 09/29/1986

SCUDDER FUND DISTRIBUTORS, INC.

NA

03/23/1984 - 01/16/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 03/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 03/22/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Francis Nolin.
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