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Kevin John Carvalho

Citizens Securities, Inc.

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About Kevin John Carvalho

Kevin John Carvalho is a financial professional with over 7 years of experience in the industry. Kevin is a registered representative with Citizens Securities, Inc., a firm that offers investment advisory services to individuals, corporations, and other clients. Kevin is also a Series 27, Series 99TO, and SIE exam holder and has experience at Citizens Capital Markets. Kevin is located in Johnston, Rhode Island.

Firm Information

Kevin Carvalho 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 Carvalho’s Registration & Firm History

RI

07/07/2015 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

09/21/2018 - 04/22/2020

CITIZENS CAPITAL MARKETS (BOSTON MA)

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Licenses & Designations

BC

Issued 07/07/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin John Carvalho.
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