Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Citizens Securities, Inc. 1 year, 2 months Feb 2019 - Present
Bank of America, N.A. 1 year, 6 months Aug 2017 - Feb 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2 years Feb 2017 - Feb 2019
Aea Investors Lp 3 years, 2 months Dec 2013 - Feb 2017
Riverstone Holdings LLC 5 years, 4 months Aug 2008 - Dec 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Craig Wallace

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 4, 2020
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Citizens Securities, Inc.

Last updated on April 1, 2019
    • $3.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 29K
      Accounts
    • $123.7K
      Estimated Average Account Balance

Fees

There is no compensation data available to display at this time