Brandon Lorenz
Investment adviser representative at Citizens Securities, Inc.
7 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
7 years in the industry.
- Citizens Securities, Inc.Nov 2023 to now
- Pcs Retirement LLCMay 2023 to Nov 2023
- Empower Financial Services, IncAug 2022 to Mar 2023
- Bank of America, N.A.Jun 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Aug 2022
- Bank of AmericaOct 2018 to Mar 2020
- Gullifty's RestaurantMay 2017 to Oct 2018
- Pennsylvania State UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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, ME, 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).
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
- 7241202
- Firm CRD
- 39550