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Hamza Khan

Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
47 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

12 years in the industry.

  1. Citizens Securities, Inc.Jun 2025 to now
  2. J.P. Morgan Securities LLCJan 2023 to Jun 2025
  3. JPMorgan Chase Bank, N.A.Jan 2023 to Jun 2025
  4. PNC Investments LLCNov 2021 to Dec 2022
  5. Bank of America, N.A.May 2019 to Nov 2021
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Nov 2021
  7. UnemployedApr 2019 to Apr 2019
  8. TD BankSep 2014 to Mar 2019

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 47 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY).

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
7126638
Firm CRD
39550
Advisor's SEC record (opens in a new tab)
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