Mackenzie Cullens (CRD# 6855067) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | San Francisco, CA | Apr 2024 - Current | < 1 |
Clarfeld | San Francisco, CA | Apr 2024 - Current | < 1 |
Jp Morgan Chase Bank, N.a. | San Francisco, CA | Oct 2023 - Apr 2024 | < 1 |
J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Apr 2024 | < 1 |
First Republic Securities Company, LLC | San Francisco, CA | Sep 2022 - Sep 2023 | 1 |
First Republic Investment Management, Inc. | San Francisco, CA | Aug 2020 - Sep 2023 | 3 |
Ucla | Los Angeles, CA | Aug 2016 - Jun 2020 | 3 |
Oppenheimer And Co | Los Angeles, CA | Aug 2017 - Mar 2020 | 2 |
Redwood High School | Larkspur, CA | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CA
- 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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