Harry Carver (CRD# 6416401) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 3 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Medford, MA | Aug 2020 - Current | 3 |
Citizens Securities | Boston, MA | Jan 2019 - Aug 2020 | 1 |
Granite Financial Partners | Milford, NH | Apr 2017 - Dec 2018 | 1 |
Granite Financial Partners LLC | Milford, NH | Apr 2017 - Dec 2018 | 1 |
Ten Broeck Insurance Group | Pepperell, MA | Sep 2016 - Apr 2017 | < 1 |
Nylife Securities LLC | Waltham, MA | Apr 2015 - Sep 2016 | 1 |
Camp Cody | Freedom, NH | Feb 2015 - Sep 2016 | 1 |
New York Life Insurance Co | Waltham, MA | Nov 2014 - Apr 2015 | < 1 |
Unemployed | Pepperell, MA | Jun 2014 - Nov 2014 | < 1 |
Endicott College | Beverly, MA | Sep 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- FL
- NH
- TX
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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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