Rebecca L Bear
Investment adviser representative at Citizens Securities, Inc.
10 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
10 years in the industry.
- Citizens Securities, Inc.Mar 2023 to now
- TD Bank N.A.Aug 2021 to Mar 2023
- TD Private Client Wealth LLCAug 2021 to Mar 2023
- Citizens Securities, Inc.Apr 2019 to Aug 2021
- Bank of America, N.A.Jun 2017 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2017 to Apr 2019
- PNC BankOct 2016 to Mar 2017
- PNC InvestmentsOct 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4762629
- Firm CRD
- 39550