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Terence William Tinkham

Citizens Securities, Inc.

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About Terence William Tinkham

Terence Tinkham is an investment advisor representative registered with Citizens Securities, Inc. Terence has been in the industry since February 15, 2001. Terence specializes in providing investment advice to individuals, corporations and high-net-worth individuals. Terence also provides financial planning services and selects other advisors. Terence has been employed by Citizens Securities, Inc. since March 2019. Terence previously worked for LPL Financial, LLC, Santander Securities LLC, and other firms. Terence is registered in Connecticut, Florida, Maryland, Pennsylvania, Rhode Island, and Virginia. Terence is a member of the Potter League Board of Directors.

Firm Information

Terence Tinkham 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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Terence Tinkham’s Registration & Firm History

RI

08/18/2022 - Present

Citizens Securities, Inc. (EAST GREENWICH RI)

RI

10/03/2016 - 04/15/2019

LPL FINANCIAL LLC (PORTSMOUTH RI)

RI

09/22/2015 - 10/03/2016

SANTANDER SECURITIES LLC (COVENTRY RI)

RI

01/28/2010 - 09/10/2015

CITIZENS SECURITIES, INC. (WARWICK RI)

RI

05/27/2008 - 01/19/2010

LPL FINANCIAL CORPORATION (LITTLE COMPTON RI)

RI

03/20/2006 - 05/27/2008

IFMG SECURITIES, INC. (EAST PROVIDENCE RI)

MA

10/20/2004 - 03/06/2006

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

NY

11/18/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

01/10/2001 - 11/12/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence William Tinkham.
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