Matthew Phipps (CRD# 6594999) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 8 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 | Oct 2021 - Current | 2 |
Citizens Securities, Inc. | Johnston, RI | Mar 2019 - Oct 2021 | 2 |
Bank Of America, N.a. | Lincoln, RI | Aug 2018 - Feb 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Jul 2018 - Feb 2019 | < 1 |
Matunuck Oyster Bar | Wakefield, RI | Sep 2017 - Jul 2018 | < 1 |
Pioneer Financial Group | Warwick, RI | Mar 2016 - May 2018 | 2 |
Minnesota Life Ins Co | St Paul, MN | Dec 2015 - May 2018 | 2 |
Securian Financial Services, Inc. | St Paul, MN | Dec 2015 - May 2018 | 2 |
Matunuck Oyster Bar | Wakefield, RI | Sep 2014 - Mar 2016 | 1 |
University Of Rhode Island | Kingston, RI | Sep 2010 - Apr 2015 | 4 |
Phil's Main Street Grille | Wakefield, RI | Sep 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- 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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