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Peter Austin Dunlap

Citizens Securities, Inc.

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About Peter Austin Dunlap

Peter Austin Dunlap is a financial professional with over 20 years of experience in the industry. Peter is currently registered with Citizens Securities, Inc., and has been with the firm since 2013. Before joining Citizens Securities, Inc. Peter was a registered representative with The Huntington Investment Company from 2003-2012. Peter has a wide range of experience and knowledge in financial planning, portfolio management, and other investment advisory services.

Firm Information

Peter Dunlap 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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Peter Dunlap’s Registration & Firm History

OH

04/18/2013 - Present

Citizens Securities, Inc. (COLUMBUS OH)

OH

04/21/2003 - 12/03/2012

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

NA

04/13/1992 - 12/03/1992

METLIFE SECURITIES INC.

NA

04/13/1992 - 12/03/1992

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 04/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Austin Dunlap.
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