Walter Goss, financial advisor Bedford MA
90 score

Walter Goss

CRD Number: 6149962
Current Firm: Citizens Securities, Inc.

Walter Goss (CRD# 6149962) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bedford, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Bedford, MA Dec 2012 - Current 4
Citizens Bank Littleton, MA Jan 2011 - Dec 2012 1
Unemployed Derry, NH Oct 2010 - Dec 2010 < 1
Sentient Jet/one Sky Manchester, NH Mar 2010 - Sep 2010 < 1
Unemployed Derry, NH May 2009 - Feb 2010 < 1
Hsbc Danvers, MA May 2003 - Apr 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Walter W. Goss
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • NH
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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