Christopher Ethier (CRD# 5990043) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wilmington, MA and has over 11 years of experience in the finance industry. Christopher Ethier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Wilmington, MA | Jun 2014 - Current | 9 |
| Santander Securities LLC | Guaynabo, PR | Sep 2012 - Jun 2014 | 1 |
| Sovereign Bank | Methuen, MA | May 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
- FL
- KS
- ME
- MD
- NH
- NM
- NY
- NC
- SC
- TX
- VT
- VA
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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
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
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