William Zittle
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
37 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.Oct 2026 to now
- Trinity Wealth Securities, LLCJul 2026 to Oct 2026
- Florida Financial Advisors dba Tristate Financial AdvisorsOct 2025 to Oct 2026
- Enterprise MobilityMay 2024 to Aug 2024
- Wickleins Native PlantsMay 2022 to Aug 2023
- The Catholic University of AmericaAug 2021 to Aug 2025
- UnemployedApr 2020 to Apr 2022
- Papermill Pharmacy & Gift ShopOct 2018 to Mar 2020
- UnemployedJan 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 37 states (AK, AL, AR, CA, CT, DE, FL, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, VA, WA, WI, 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
- 8176356
- Firm CRD
- 39550