Joanna Khan, financial advisor Stoughton MA

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 Stoughton, MA and has over 25 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Oct 2022 - Current 1
Citizens Bank, N/a Stoughton, MA Oct 2022 - Current 1
Citizens Securities, Inc. Westwood, MA Jan 2021 - Oct 2022 1
Citizens Bank Stoughton, MA Jan 2021 - Oct 2022 1
Citizens Bank Medfield, MA Dec 2020 - Jan 2021 < 1
Citizens Securities Inc. Medfield, MA Dec 2017 - Jan 2021 3
Citizens Bank Randolph, MA Jan 2010 - Nov 2020 10
Cco Investment Services Corp Randolph, MA Jan 2010 - Nov 2020 10
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
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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