Unclaimed Profile

Kevin John Carvalho

CITIZENS SECURITIES, INC.·JOHNSTON, Rhode Island

CITIZENS SECURITIES, INC.

ONE CITIZENS BANK WAY, JOHNSTON, RI 02043CRD# 6115556Firm CRD# 39550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin John Carvalho · JOHNSTON, RI

Registration

CRD #6115556 · CITIZENS SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Kevin John Carvalho is a registered financial advisor based in JOHNSTON, Rhode Island, affiliated with CITIZENS SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CITIZENS SECURITIES, INC.

AUM

$7.3B

Regulatory assets under management

Employees

613

Total firm employees

View all advisors at CITIZENS SECURITIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6115556

Firm CRD# 39550

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin John Carvalho offer?

Kevin John Carvalho specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JOHNSTON, Rhode Island for a consultation.

What are Kevin John Carvalho's credentials?

Kevin John Carvalho is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin John Carvalho located?

Kevin John Carvalho is based in JOHNSTON, Rhode Island, working with CITIZENS SECURITIES, INC.. Their office serves clients in the JOHNSTON metropolitan area and surrounding communities.

How does Kevin John Carvalho charge for services?

Kevin John Carvalho's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CITIZENS SECURITIES, INC.?

CITIZENS SECURITIES, INC. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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