Clifford Usher
Investment adviser representative at Citizens Securities, Inc.
16 yearsExperience
2 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
16 years in the industry.
- Citizens Securities Inc.,Apr 2024 to now
- US Navy ReserveSep 2010 to now
- Citizens BankApr 2024 to Apr 2026
- J.P. Morgan Securities LLCJan 2022 to Apr 2024
- JPMorgan Chase Bank, N.A.Jan 2022 to Apr 2024
- United States Postal ServiceJan 2021 to Oct 2021
- Bank of AmericaJun 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NH).
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
- 7497761
- Firm CRD
- 39550