Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees charged by Citizens Securities, Inc typically consist of asset-based fees. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services.Ī financial advisor's fees depend on which services the firm provides the client. It controls $7 billion in total assets across its 47,802 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm has offices in 1,059 locations and a total of 613 advisors. ![]() Lubin holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, New Mexico and Rhode Island.Ĭitizens Securities, Inc is a registered investment business that has its headquarters in Hingham, RI. They have been with Citizens Securities, Inc for their total career. Lubin currently works for Citizens Securities, Inc. Stephen Lubin is a certified financial planner who works out of Quincy, Massachusetts with 15 years of industry experience.
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