Mackenzie Cullens (CRD# 6855067) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has 1 year of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | San Francisco, CA | Apr 2024 - Current | < 1 |
| Clarfeld | San Francisco, CA | Apr 2024 - Current | < 1 |
| Jp Morgan Chase Bank, N.a. | San Francisco, CA | Oct 2023 - Apr 2024 | < 1 |
| J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Apr 2024 | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Sep 2022 - Sep 2023 | 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Aug 2020 - Sep 2023 | 3 |
| Ucla | Los Angeles, CA | Aug 2016 - Jun 2020 | 3 |
| Oppenheimer And Co | Los Angeles, CA | Aug 2017 - Mar 2020 | 2 |
| Redwood High School | Larkspur, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CA
- TX
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.