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Philip Douglas White

Citizens Securities, Inc.

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About Philip Douglas White

Philip Douglas White is a financial advisor with Citizens Securities, Inc. Philip has been in the industry since 2001 and has a broad range of experience. Philip is registered in several states and holds multiple securities licenses, including Series 7, 6, 63 and 66. Philip specializes in working with individuals, corporations and high net worth individuals. Philip also provides financial planning and selection of other advisors. Philip has previously worked with MetLife Securities Inc., BOFA Distributors, Inc., Metropolitan Life Insurance Company, and First Investors Corporation.

Firm Information

Philip White 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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Philip White’s Registration & Firm History

RI

08/11/2016 - Present

Citizens Securities, Inc. (BARRINGTON RI)

RI

09/07/2011 - 10/27/2014

METLIFE SECURITIES INC. (WARWICK RI)

MA

12/05/2006 - 09/08/2011

BOFA DISTRIBUTORS, INC. (BOSTON MA)

MA

06/07/2004 - 10/26/2006

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/07/2004 - 10/26/2006

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

04/10/2002 - 10/13/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/10/2002 - 10/13/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

07/03/2000 - 03/11/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 08/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Douglas White.
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