Sotheavy Vann (CRD# 2847124) is an Investment Advisor Representative working at Citizens Securities, Inc. in Broomall, PA and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | Fort Washington, PA | Nov 2023 - Current | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Nov 2023 | 1 |
| Citizens Bank, N.a | Fort Washington, PA | Oct 2022 - Nov 2023 | 1 |
| Citizens Bank, N.a | Southampton, PA | Sep 2021 - Nov 2022 | 1 |
| Citizens Securities, Inc. | Westwood, MA | Sep 2021 - Oct 2022 | 1 |
| Nylife Securities LLC | Bala Cynwyd, PA | Mar 2017 - Sep 2021 | 4 |
| New York Life Insurance Compnay | Bala Cynwyd, PA | Feb 2017 - Sep 2021 | 4 |
| Unemployed | Mount Royal, NJ | Sep 2016 - Jan 2017 | < 1 |
| Delaware Investments | Philadelphia, PA | Jan 1997 - Aug 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CT
- DE
- GA
- MD
- NJ
- PA
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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
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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