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Rory Bennett Glenn

Citizens Securities, Inc.

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About Rory Bennett Glenn

Rory Glenn is a financial advisor with Citizens Securities, Inc. Rory has been in the financial industry since 2005. Rory is registered with FINRA as a registered representative (Series 7) and with the State of Pennsylvania as an Investment Advisor Representative. Rory also holds the Series 24 and SIE licenses. Rory has previous experience working with WELLS FARGO ADVISORS, LLC, PNC INVESTMENTS, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Rory's office is located in Fort Washington, Pennsylvania and serves clients in Pennsylvania and Massachusetts.

Firm Information

Rory Glenn 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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Rory Glenn’s Registration & Firm History

PA

02/25/2010 - Present

Citizens Securities, Inc. (Fort Washington PA)

PA

03/03/2007 - 01/22/2010

WELLS FARGO ADVISORS, LLC (MALVERN PA)

PA

09/05/2005 - 07/13/2006

PNC INVESTMENTS (BROOMALL PA)

MN

10/10/2002 - 08/26/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/10/2002 - 08/26/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rory Bennett Glenn.
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