Martha Murphy Lord
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
11 years in the industry.
- Citizens Securities, Inc.Jan 2022 to now
- UnemployedOct 2021 to Dec 2021
- Royal Alliance Associates, Inc.Nov 2020 to Sep 2021
- Seia LLCNov 2020 to Sep 2021
- UnemployedJul 2020 to Nov 2020
- USAA Investment Management CompanyJan 2018 to Jun 2020
- USAA Financial Advisors IncOct 2015 to Jun 2020
- USAA Financial Planning ServicesOct 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 11 states (CT, DE, FL, MI, NH, NJ, NY, OH, PA, RI, VT).
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
- 4573895
- Firm CRD
- 39550