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Siara Laughton

Citizens Securities, Inc.

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About Siara Laughton

Siara Laughton is a registered investment advisor representative associated with Citizens Securities, Inc.. Siara's career in the financial industry began on July 27, 2022. Siara has been employed at Citizens Securities, Inc. since June 2023. Previously Siara worked at Coastal Equities, Inc., from December 2022 to June 2023 and Lincoln Investment from July 2022 to December 2022. Siara has passed the Series 6, 7, 63, 65, 99 and SIE exams and holds registrations in Pennsylvania. Siara's main office of employment is located in Philadelphia, PA, but she can also work from the Monroeville, PA office.

Firm Information

Siara Laughton 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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Siara Laughton’s Registration & Firm History

PA

06/25/2024 - Present

Citizens Securities, Inc. (PHILADELPHIA PA)

PA

12/20/2022 - 06/21/2023

COASTAL EQUITIES, INC. (PHILADELPHIA PA)

PA

07/06/2022 - 12/08/2022

LINCOLN INVESTMENT (Fort Washington PA)

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Licenses & Designations

IA

Issued 06/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/28/2022

Series 99TO - Operations Professional Examination

BC

Issued 07/06/2022

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

BC

Issued 05/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Siara Laughton.
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