Citrine Securities, LLC

Citrine Securities, LLC (CRD# 281924) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Citrine Securities, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jodi M. Johnston
CRD#: 2836464
Anaheim Hills, CA
93
Wealthminder
score

Jodi Johnston (CRD# 2836464) is an Investment Advisor Representative working at Citrine Securities, LLC in Anaheim Hills, CA and has over 14 years of experience in the finance industry.

2
Robert C. L'amour
CRD#: 5732094
Anaheim Hills, CA
93
Wealthminder
score

Robert L'amour (CRD# 5732094) is an Investment Advisor Representative working at Citrine Securities, LLC in Anaheim Hills, CA and has over 6 years of experience in the finance industry.

3
Kenneth M. Johnston
CRD#: 2437725
Anaheim Hills, CA
68
Wealthminder
score

Kenneth Johnston (CRD# 2437725) is an Investment Advisor Representative working at Citrine Securities, LLC in Anaheim Hills, CA and has over 22 years of experience in the finance industry.

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