David Lawrence Loughlin
Investment adviser representative at Citizens Securities, Inc.
7 yearsExperience
13 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
7 years in the industry.
- Citizens Securities, Inc.Sep 2019 to now
- Citizens Bank N.A.Aug 2019 to Dec 2020
- TD Bank N.A.Jul 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 13 states (AZ, CO, CT, DE, FL, IL, ME, NH, NJ, NY, 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
- 5016338
- Firm CRD
- 39550