Joshua SullivanCRD Number: 6109255
Current Firm: Citizens Securities, Inc.
Joshua Sullivan (CRD# 6109255) is an Investment Advisor Representative working at Citizens Securities, Inc. in Exeter, NH and has over 4 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Commonwealth Financial Network
Signator Investors, Inc.
|Cco Investment Services||Exeter, NH||Jul 2012 - Current||5|
|Citizens Financial Group||Nashua, NH||Jun 2005 - Jul 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
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