Unclaimed Profile

Peter Austin Dunlap

CITIZENS SECURITIES, INC.·JOHNSTON, Rhode Island

CITIZENS SECURITIES, INC.

ONE CITIZENS BANK WAY, JOHNSTON, RI 02043CRD# 2220292Firm CRD# 39550

Profile Verification

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

Identity

Peter Austin Dunlap · JOHNSTON, RI

Registration

CRD #2220292 · CITIZENS SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Peter Austin Dunlap 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# 2220292

Firm CRD# 39550

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Austin Dunlap offer?

Peter Austin Dunlap specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JOHNSTON, Rhode Island for a consultation.

What are Peter Austin Dunlap's credentials?

Peter Austin Dunlap is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Austin Dunlap located?

Peter Austin Dunlap 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 Peter Austin Dunlap charge for services?

Peter Austin Dunlap'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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