Marion P. Smith
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
15 years in the industry.
- Citizens Securities, Inc.May 2025 to now
- J.P. Morgan Securities LLCSep 2021 to Mar 2025
- JP Morgan Chase Bank, N.A,Sep 2021 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2011 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5654467
- Firm CRD
- 39550