Martha Lord, financial advisor Millersville MD

Martha Lord

CRD Number: 4573895
Current Firm: Citizens Securities, Inc.

Martha Lord (CRD# 4573895) is an Investment Advisor Representative working at Citizens Securities, Inc. in Millersville, MD and has over 15 years of experience in the finance industry. Martha Lord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Jan 2022 - Current 2
Unemployed Millersville, MD Oct 2021 - Dec 2021 < 1
Royal Alliance Associates, Inc. Tysons Corner, VA Nov 2020 - Sep 2021 < 1
Seia LLC Tyson's Corner, VA Nov 2020 - Sep 2021 < 1
Unemployed Millersville, MD Jul 2020 - Nov 2020 < 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jun 2020 2
Usaa Financial Advisors Inc. San Antonio, TX Oct 2015 - Jun 2020 4
Usaa Financial Planning Services San Antonio, TX Oct 2015 - Jun 2020 4
Unemployed Millersville, MD Sep 2015 - Oct 2015 < 1
Rbc Capital Markets, LLC Annapolis, MD Sep 2014 - Aug 2015 < 1
Suntrust Investment Services, Inc. Atlanta, GA May 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Martha M. Lord
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • DE
  • FL
  • MI
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • VT
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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