William Hangan
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
18 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
Are you William Hangan? 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.Sep 2018 to now
- Citizens BankSep 2018 to Mar 2020
- Wealth Management Resources, Inc.Oct 2017 to Sep 2018
- Santander Bank NAJan 2017 to Oct 2017
- Santander Securities LLCJan 2017 to Oct 2017
- Hightower Advisors, LLCAug 2016 to Nov 2016
- Hightower Securities, LLCAug 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 18 states (CA, CT, FL, GA, IL, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SD, TX, VA, WI).
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
- 6334028
- Firm CRD
- 39550