Beverly Lifeng Roun
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
3 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
11 years in the industry.
- Citizens Securities, Inc.Mar 2025 to now
- Charles Schwab and Co., Inc.Jun 2024 to Mar 2025
- Charles Schwab BankNov 2023 to Mar 2025
- TD Ameritrade Investment Management, LLC.Jun 2022 to Jun 2024
- TD AmeritradeApr 2022 to Jun 2024
- Bank of America, N.A.Mar 2020 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Apr 2022
- Cetera Investment Services LLCJun 2019 to Mar 2020
- Ctbc BankJun 2019 to Mar 2020
- Nylife Securities LLCMar 2016 to Jun 2019
- New York Life Insurance CoJul 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
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
- 6526156
- Firm CRD
- 39550