Corey Caron
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
20 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.Sep 2025 to now
- Conning Asset ManagementMar 2020 to Sep 2025
- Hanover Insurance GroupOct 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 20 states (AK, AL, AZ, CA, CO, CT, FL, GA, MD, ME, NC, NH, NJ, RI, SC, SD, TX, VA, VT, WA).
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
- 8169409
- Firm CRD
- 39550