John Harrigan
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Citizens Securities, Inc.Jul 2026 to now
- Innovation Partners LLCSep 2025 to Jul 2026
- Ip Financial Advisory Services LLCSep 2025 to Jul 2026
- LPL Enterprise, LLCSep 2024 to Sep 2025
- Fm Capital HoldingsFeb 2024 to Sep 2024
- Osaic Wealth, Inc.Jan 2024 to Feb 2024
- Gcg Wealth ManagementFeb 2023 to Feb 2024
- Woodbury Financial Services IncFeb 2023 to Jan 2024
- Linden Thomas Advisory Services, LLCDec 2021 to Feb 2023
- Linden Thomas and Company Securities, LLCDec 2021 to Feb 2023
- UnemployedOct 2021 to Dec 2021
- Morgan StanleyMar 2021 to Oct 2021
- Slomin's Inc.Jul 2019 to Mar 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2019
- Wells Fargo Advisors LLCApr 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4681690
- Firm CRD
- 39550