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Peter Austin Dunlap

CITIZENS SECURITIES, INC.·JOHNSTON, Rhode Island
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ONE CITIZENS BANK WAY, JOHNSTON, RI 02043CRD# 2220292Firm CRD# 39550
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CITIZENS SECURITIES, INC.
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2220292
Firm CRD# 39550
8 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in JOHNSTON
Lawrence Seidl — CITIZENS SECURITIES, INC.Robert Michael Howard — CITIZENS SECURITIES, INC.Kevin John Carvalho — CITIZENS SECURITIES, INC.Scott Wayne Coulter — CITIZENS SECURITIES, INC.Chad Arnold — CITIZENS SECURITIES, INC.
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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