Owen Patrick Lovely
Investment adviser representative at Citizens Securities, Inc.
17 yearsExperience
49 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
17 years in the industry.
- Citizens Securities, Inc.Nov 2025 to now
- Fidelity InvestmentsJul 2021 to Nov 2025
- SelfMay 2021 to Jul 2021
- USA TriathlonFeb 2021 to May 2021
- 3foolsDec 2019 to Oct 2020
- Heritage Farm Ice Cream & RestaurantMay 2019 to Jul 2019
- Rollins College - Center for Leadership and Community EngagementSep 2018 to Mar 2020
- Rollins CollegeAug 2017 to May 2021
- Jomama's New York BagelsJun 2015 to Aug 2018
- Innovation Acadmey Charter SchoolSep 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 49 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, WV, 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
- 7419404
- Firm CRD
- 39550