Brian McDonald (CRD# 2877176) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 26 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Johnston, RI | Apr 2024 - Current | < 1 |
Citizens Securities, Inc. | Johnston, RI | Jul 2023 - Apr 2024 | < 1 |
Citizens Securities, Inc. | Johnston, RI | Aug 2022 - Jul 2023 | < 1 |
Lincoln Financial Securities | Cranston, RI | May 2020 - Aug 2022 | 2 |
Urban Collaborative Accelerated Program | Providence, RI | May 2022 - May 2022 | < 1 |
Warwick Public Schools | Warwick, RI | Jul 2018 - Apr 2022 | 3 |
North Kingstown School Department | North Kingstown, RI | Aug 2004 - Jun 2018 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1997 |
S65 | NASAA Investment Advisors Law Examination | May 1997 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- 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
- 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
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