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Lee Francis Hurney

Citizens Securities, Inc.

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About Lee Francis Hurney

Lee Francis Hurney is a financial professional with over 24 years of experience in the industry. Lee is currently registered with Citizens Securities, Inc. and holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 66. Prior to joining Citizens Securities, Inc., Lee has held positions at several other financial institutions, including Prudential Annuities Distributors, Inc., Transamerica Capital, Inc., GWFS Equities, Inc., LPL Financial LLC, National Planning Corporation, and Geneos Wealth Management, Inc. Lee specializes in providing financial planning services, portfolio management for individuals, and participating in wrap fee programs. Lee has a track record of success in helping clients reach their financial goals and is committed to providing personalized service.

Firm Information

Lee Hurney 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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Lee Hurney’s Registration & Firm History

MA

05/15/2023 - Present

Citizens Securities, Inc. (ARLINGTON MA)

CT

04/08/2020 - 08/08/2022

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

CO

07/29/2019 - 03/23/2020

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

09/05/2018 - 03/29/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

AZ

11/29/2017 - 08/30/2018

LPL FINANCIAL LLC (SCOTTSDALE AZ)

AZ

01/19/2016 - 11/29/2017

NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)

AZ

01/23/2015 - 11/13/2015

GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)

CT

07/13/1999 - 12/16/2014

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

MA

07/23/1997 - 07/20/1999

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 09/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Francis Hurney.
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