Mark G Curley
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
5 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
14 years in the industry.
- Citizens Securities, Inc.Aug 2023 to now
- Equity Services IncJul 2019 to Aug 2023
- National Life GroupJun 2019 to Aug 2023
- UnemployedApr 2019 to Jul 2019
- Edward JonesDec 2012 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 5 states (AZ, CT, FL, 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
- 6146948
- Firm CRD
- 39550