Lucas Zane Dittenhofer
Investment adviser representative at Citizens Securities, Inc.
11 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
11 years in the industry.
- Citizens Securities, Inc.Oct 2024 to now
- UnemployedFeb 2024 to Oct 2024
- Bank of America, N.A.Oct 2022 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Feb 2024
- 721 LogisticsAug 2019 to Jul 2021
- Temple UniversityAug 2017 to Dec 2019
- Debra M. Himber Law OfficeFeb 2017 to Aug 2017
- Ocean County CollegeSep 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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, 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
- 7410845
- Firm CRD
- 39550