Courtney Fenton (CRD# 6808659) is an Investment Advisor Representative working at Citizens Securities, Inc. in Warwick, RI and has over 6 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. | Cranston, RI | Jan 2023 - Current | 1 |
| Citizens Securities Inc. | Johnston, RI | Jan 2022 - Jan 2023 | 1 |
| Citizens Securities, Inc. | Smithfield, RI | Jan 2019 - Jan 2022 | 3 |
| Citizens Securities, Inc. | North Smithfield, RI | Jun 2017 - Jan 2019 | 1 |
| Citizens Bank | North Smithfield, RI | Jun 2017 - Jan 2019 | 1 |
| Citizens Bank | North Smithfield, RI | Jan 2016 - May 2017 | 1 |
| Rack Room Shoes | Providence, RI | Jan 2014 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CT
- DE
- FL
- MI
- NH
- NJ
- NY
- NC
- PA
- RI
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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
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