Terrance White
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.Feb 2025 to now
- CitigroupOct 2021 to Feb 2025
- Platinum Wealth Solutions of TexasJan 2021 to Sep 2021
- Royal AllianceJan 2021 to Sep 2021
- IntechApr 2020 to Dec 2020
- Pf ChangsNov 2019 to Jan 2020
- State FarmJun 2019 to Nov 2019
- Full Time StudentAug 2018 to Jun 2019
- Ibc BankMar 2017 to Aug 2018
- Top GolfAug 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
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
- 7323599
- Firm CRD
- 39550