Timothy Gregory Igo
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
23 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.Mar 2024 to now
- MML Investors Services, LLCMay 2023 to Dec 2023
- Massmutual Life Insurance CoApr 2023 to Dec 2023
- Jillson Company, Inc.Jun 2022 to Jun 2023
- Kgi ConsultantsSep 2018 to Apr 2023
- Mahoney PublishingJun 2018 to Apr 2023
- Blue Ribbon BarbecueApr 2015 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 23 states (AL, AZ, CA, CO, CT, FL, GA, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VA, WA, WV).
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
- 7743799
- Firm CRD
- 39550