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William Hangan

Citizens Securities, Inc.

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About William Hangan

William Hangan is a financial professional with over 9 years of experience in the securities industry. William has a strong background in providing financial planning and portfolio management services to individuals and businesses. William is registered with Citizens Securities, Inc. and holds Series 7, 6, 63, and 65 licenses. William has also earned the Certified Financial Planner designation. William is dedicated to providing his clients with personalized financial advice and strategies tailored to their unique needs and goals.

Firm Information

William Hangan 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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William Hangan’s Registration & Firm History

RI

06/20/2024 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

10/13/2017 - 07/31/2018

WEALTH MANAGEMENT RESOURCES, INC. (NO. SMITHFIELD RI)

MA

01/23/2017 - 10/13/2017

SANTANDER SECURITIES LLC (DORCHESTER MA)

RI

08/30/2016 - 11/30/2016

HIGHTOWER SECURITIES, LLC (Providence RI)

RI

01/01/2015 - 05/23/2016

CITIZENS SECURITIES, INC. (N. PROVIDENCE RI)

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Licenses & Designations

IA

Issued 08/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/29/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Hangan.
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