Brian Fee (CRD# 1316814) is an Investment Advisor Representative working at Citizens Securities, Inc. in Newtown Square, PA and has over 37 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Newtown Square, PA | Sep 2021 - Current | 2 |
Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jul 2021 | 3 |
Td Ameritrade, Inc. | Newark, DE | Feb 2018 - Jan 2021 | 2 |
Scottrade, Inc. | Newark, DE | Feb 2017 - Feb 2018 | 1 |
Lpl Financial, LLC | Springfield, PA | Nov 2016 - Feb 2017 | < 1 |
Trumark Financial Credit Union | Springfield, PA | May 2015 - Feb 2017 | 1 |
Cuso Financial Services, LP | San Diego, CA | May 2015 - Nov 2016 | 1 |
Pnc Investments LLC | Pittsburgh, PA | Sep 2014 - Apr 2015 | < 1 |
Santander Securities LLC | Guaynabo, PR | Sep 2012 - Aug 2014 | 1 |
Sovereign Bank | Philadelphia, PA | Sep 2011 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1986 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- DE
- FL
- PA
- TX
- VA
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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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