Joanna Khan, financial advisor Randolph MA
93 score

Joanna Khan

CRD Number: 3125179
Current Firm: Citizens Securities, Inc.

Joanna Khan (CRD# 3125179) is an Investment Advisor Representative working at Citizens Securities, Inc. in Randolph, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Randolph, MA Jan 2010 - Current 6
Cco Investment Services Corp Randolph, MA Jan 2010 - Current 6
Bank Of America Quincy, MA Dec 2009 - Jan 2010 < 1
Unemployed Stoughton, MA Apr 2009 - Dec 2009 < 1
Bank Of America, N.a. Hingham, MA May 2006 - Apr 2009 2
Banc Of America Investment Services, Inc. Hingham, MA May 2006 - Apr 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Joanna D. Khan
Phone Number: 1-800-942-8300
Registered State(s):
  • RI
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
93
Clean Record
This advisor has a clean track record with regulators.

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