Adam I Khalifa

Citizens Securities, INC.

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Citizens Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

704 advisors

Number of Clients

53,044 clients

Average Client Portfolio

$173K average

Assets Under Management

$9.2B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

200 Station Drive, Westwood, MA, 02090

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Citizens Securities, INC.

September 2022 - Present · 3 yrs 5 mos

Citizens Securities, INC.

September 2022 - Present · 3 yrs 5 mos

Citizens Securities, INC.Broker

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

CUNA Brokerage Services, INC.

November 2017 - September 2022 · 4 yrs 10 mos

CUNA Brokerage Services, INC.Broker

September 2017 - September 2022 · 5 yrs

Northwestern Mutual Investment Services, LLCBroker

December 2010 - January 2011 · 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.