Roshanna Richardson
Investment adviser representative at Citizens Securities, Inc.
18 yearsExperience
4 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
18 years in the industry.
- Citizens Securities, Inc.Jan 2024 to now
- TD Bank N.A.Oct 2023 to Jan 2024
- TD Private Client Wealth LLCOct 2023 to Jan 2024
- Prudential Insurance Company of AmericaJan 2022 to Oct 2023
- J.P. Morgan Securities LLCOct 2012 to Dec 2021
- JPMorgan Chase Bank, N.A.Mar 2008 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, NJ, NY).
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
- 5500629
- Firm CRD
- 39550