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Lance Fairbanks Hallam

Citizens Securities, Inc.

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About Lance Fairbanks Hallam

Lance Hallam is a financial advisor with over 27 years of experience in the financial services industry. Lance is currently registered with Citizens Securities, Inc. and is also registered as an Investment Advisor Representative. Lance holds FINRA Series 7, Series 24, Series 63, and Series 65 licenses. Lance has held previous positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., BACAP DISTRIBUTORS, LLC, STEPHENS INC., PAINEWEBBER INCORPORATED, USLIFE EQUITY SALES CORP., JARON EQUITIES CORP., and FINANCIAL NORTHEASTERN SECURITIES, INC.

Firm Information

Lance Hallam 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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Lance Hallam’s Registration & Firm History

MD

04/05/2024 - Present

Citizens Securities, Inc. (Severna Park MD)

DC

04/21/2009 - 10/06/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)

MD

12/15/2008 - 04/02/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ANNAPOLIS MD)

MD

06/21/2004 - 12/31/2008

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (ANNAPOLIS MD)

NC

01/01/2003 - 06/21/2004

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

AR

02/05/2001 - 01/01/2003

STEPHENS INC. (LITTLE ROCK AR)

NJ

07/07/1997 - 01/11/2001

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

05/14/1996 - 12/18/1996

USLIFE EQUITY SALES CORP. (NEW YORK NY)

NY

06/14/1993 - 06/14/1994

JARON EQUITIES CORP. (HICKSVILLE NY)

NJ

08/21/1992 - 03/30/1993

FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)

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Licenses & Designations

IA

Issued 05/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Fairbanks Hallam.
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