Lee Francis Hurney
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
4 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
10 years in the industry.
- Citizens Securities, Inc.Aug 2022 to now
- Prudential Annuities DistributorsMar 2020 to Aug 2022
- Prudential Insurance Company of AmericaMar 2020 to Aug 2022
- Transamerica Capital IncJul 2019 to Mar 2020
- N/aMar 2019 to Jul 2019
- Gwfs Equities, IncAug 2018 to Mar 2019
- LPL Financial LLCNov 2017 to Aug 2018
- National Planning CorporationJan 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, NH, NY).
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
- 2916250
- Firm CRD
- 39550