William Francis Walthouse
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
5 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you William Francis Walthouse? Claim your profile
Contact this firm
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.Oct 2022 to now
- St Germain Securities IncFeb 2017 to Aug 2022
- Key Investment Services LLCSep 2016 to Aug 2022
- Keybank NASep 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, NY, 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
- 5018484
- Firm CRD
- 39550