Kevin Francis Crook
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
10 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Apr 2023 to now
- Raymond James and Associates, Inc.Nov 2020 to Apr 2023
- UnemployedJul 2018 to Nov 2020
- Waypoint Direct Investments, LLCDec 2017 to Jul 2018
- UnemployedDec 2016 to Dec 2017
- Principal Funds DistributorOct 2015 to Dec 2016
- Princor FinancialJul 2014 to Dec 2016
- Principal Life Insurance CoMay 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, NH, NJ, NY, PA, SC, TX, VA, WA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1450513
- Firm CRD
- 39550