Liam Prajapati Patel
Investment adviser representative at Citizens Securities, Inc.
11 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
11 years in the industry.
- Citizens Securities, Inc.Mar 2026 to now
- Equitable Advisors, LLCFeb 2025 to Mar 2026
- UnemployedJan 2025 to Feb 2025
- Northstar FinancialJun 2023 to Aug 2023
- Method 3Mar 2023 to Nov 2024
- Turnkey LenderJun 2022 to Mar 2023
- Vanderbilt UniversityAug 2021 to Dec 2024
- UnemployedJan 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8030727
- Firm CRD
- 39550