Anthony Bethea, financial advisor Hamden CT

Anthony Bethea

CRD Number: 6688695
Current Firm: Citizens Securities, Inc.

Anthony Bethea (CRD# 6688695) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hamden, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Oct 2022 - Current 1
Citizens Bank, N/a Hamden, CT Oct 2022 - Current 1
Citizens Securities, Inc. Westwood, MA Jun 2021 - Oct 2022 1
Citizens Bank, N/a Hamden, CT Jun 2021 - Oct 2022 1
Citizens Bank Hamden, CT Jun 2019 - Jun 2021 2
Citizens Securities Inc. Hamden, CT Jun 2019 - Jun 2021 2
Citizens Bank Branford, CT Jul 2016 - Jun 2019 2
Citizens Securities Inc. Branford, CT Jul 2016 - Jun 2019 2
Eblens Clothing Store Trumbull, CT Sep 2015 - Jul 2016 < 1
Bank Of America New Haven, CT Feb 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Mar 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony Bethea
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
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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