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Robert Carl Orbin

Citizens Securities, Inc.

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About Robert Carl Orbin

Robert Carl Orbin is a financial advisor with Citizens Securities, Inc. Robert has been in the financial industry since October 1998. Robert has previously worked with Cetera Advisor Networks LLC, Allstate Financial Services, LLC, PURSHE KAPLAN STERLING INVESTMENTS, CAMBRIDGE INVESTMENT RESEARCH, INC., WALNUT STREET SECURITIES, INC., CURTIS SECURITIES, LLC, QUICK & REILLY, INC., FIRST UNION SECURITIES, INC., and FIRST UNION BROKERAGE SERVICES, INC..

Firm Information

Robert Orbin 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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Robert Orbin’s Registration & Firm History

PA

06/20/2024 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

08/19/2016 - 04/05/2024

CETERA ADVISOR NETWORKS LLC (JIM THORPE PA)

PA

08/20/2014 - 08/09/2016

ALLSTATE FINANCIAL SERVICES, LLC (PLAINS PA)

PA

04/01/2011 - 08/12/2014

PURSHE KAPLAN STERLING INVESTMENTS (KINGSTON PA)

PA

02/01/2008 - 04/27/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (KINGSTON PA)

CA

04/18/2007 - 02/05/2008

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

PA

02/12/2003 - 02/12/2007

CURTIS SECURITIES, LLC (HAZLETON PA)

PA

02/15/2002 - 05/29/2002

CURTIS SECURITIES, LLC (PHILADELPHIA PA)

NY

05/14/2001 - 10/11/2001

QUICK & REILLY, INC. (NEW YORK NY)

MO

10/01/2000 - 03/07/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

11/21/1997 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Carl Orbin.
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