Chris TalpasCRD Number: 3092009
Current Firm: Citizens Securities, Inc.
Chris Talpas (CRD# 3092009) is an Investment Advisor Representative working at Citizens Securities, Inc. in Brodheadsville, PA and has over 19 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
Janney Montgomery Scott LLC
|Citizens Securities, Inc.||Broheaddsville, PA||Feb 2018 - Current||< 1|
|Chris Talpas State Farm||Stroudsburg, PA||Aug 2016 - Jan 2018||1|
|Cetera Investment Services LLC||St. Cloud, MN||Jan 2016 - Aug 2016||< 1|
|Santander Bank Na||Boston, MA||Nov 2014 - Jan 2016||1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2009 - Nov 2014||5|
|Bankers Life &amp; Casualty||Allentown, PA||Aug 2008 - Aug 2009||1|
|Merchants National Bank||Bangor, PA||Sep 2006 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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