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Randall David Scholl

Citizens Securities, Inc.

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About Randall David Scholl

Randall David Scholl is a financial advisor who has been in the industry since 2004. He is currently registered with Citizens Securities, Inc. in Johnston, Rhode Island. He holds the Series 7, 9, 10, 24, 66 and 99 licenses and is also a registered investment advisor. Randall David Scholl has previously worked for Royal Alliance Associates, Inc., Signator Investors, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. He has experience in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Randall Scholl 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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Randall Scholl’s Registration & Firm History

RI

08/22/2022 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

11/02/2018 - 08/22/2022

ROYAL ALLIANCE ASSOCIATES, INC. (WARWICK RI)

RI

06/20/2017 - 11/02/2018

SIGNATOR INVESTORS, INC. (WARWICK RI)

CA

10/12/2011 - 06/13/2017

LPL FINANCIAL LLC (SAN DIEGO CA)

MA

10/23/2009 - 11/01/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WORCESTER MA)

NY

04/09/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/18/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall David Scholl.
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