Amy McGowan (CRD# 4853140) is an Investment Advisor Representative working at Citizens Securities, Inc. in Acton, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank, N/a | Acton, MA | May 2023 - Current | 1 |
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Citizens Bank, N.a | Stow, MA | Oct 2022 - May 2023 | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Jul 2021 - Oct 2022 | 1 |
| Citizens Bank, N.a | Nashua, NH | Jul 2021 - Oct 2022 | 1 |
| Citizens Securities | Westwood, MA | Nov 2020 - Jul 2021 | < 1 |
| Citizens Bank | Nashua, NH | Nov 2020 - Jul 2021 | < 1 |
| Citizens Bank | Groton, MA | Jul 2019 - Nov 2020 | 1 |
| Citizens Securities Inc. | Groton, MA | Jul 2019 - Nov 2020 | 1 |
| Cco Investment Services | Groton, MA | Dec 2013 - Jul 2019 | 5 |
| Citizens Bank | Acton, MA | Dec 2003 - Jul 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
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