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Lisa Jean Burke

Citizens Securities, Inc.

Johnston, RI

Johnston, RI

CRD 3003557

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-12
AZ RA APPROVED 2025-04-14
NV RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-27
NH RA APPROVED 2025-03-27
WV RA APPROVED 2025-02-07
FL RA APPROVED 2025-02-03
SD RA APPROVED 2025-02-03
CA RA APPROVED 2025-01-31
DE RA APPROVED 2025-01-31
IL RA APPROVED 2025-01-31
ME RA APPROVED 2025-01-31
MI RA APPROVED 2025-01-31
NJ RA APPROVED 2025-01-31
NY RA APPROVED 2025-01-31
NC RA APPROVED 2025-01-31
OH RA APPROVED 2025-01-31
SC RA APPROVED 2025-01-31
TX RA APPROVED 2025-01-31
VA RA APPROVED 2025-01-31
WI RA APPROVED 2025-01-31
PA RA APPROVED 2024-08-28
RI RA APPROVED 2024-03-14
  • CT RA
    APPROVED
    Since 2025-06-12
  • AZ RA
    APPROVED
    Since 2025-04-14
  • NV RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-27
  • NH RA
    APPROVED
    Since 2025-03-27
  • WV RA
    APPROVED
    Since 2025-02-07
  • FL RA
    APPROVED
    Since 2025-02-03
  • SD RA
    APPROVED
    Since 2025-02-03
  • CA RA
    APPROVED
    Since 2025-01-31
  • DE RA
    APPROVED
    Since 2025-01-31
  • IL RA
    APPROVED
    Since 2025-01-31
  • ME RA
    APPROVED
    Since 2025-01-31
  • MI RA
    APPROVED
    Since 2025-01-31
  • NJ RA
    APPROVED
    Since 2025-01-31
  • NY RA
    APPROVED
    Since 2025-01-31
  • NC RA
    APPROVED
    Since 2025-01-31
  • OH RA
    APPROVED
    Since 2025-01-31
  • SC RA
    APPROVED
    Since 2025-01-31
  • TX RA
    APPROVED
    Since 2025-01-31
  • VA RA
    APPROVED
    Since 2025-01-31
  • WI RA
    APPROVED
    Since 2025-01-31
  • PA RA
    APPROVED
    Since 2024-08-28
  • RI RA
    APPROVED
    Since 2024-03-14

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

One Citizens Bank Way Jcb135, Johnston, RI 02919 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Investors Distribution Company Warwick RI 09/2018 08/2023
Unemployed East Greenwich RI 07/2018 08/2018
Burrillville High School Burrillville RI 08/2017 06/2018
Unemployed East Greenwich RI 07/2016 07/2017
Metlife Warwick RI 09/2018 07/2020
Citizens Securities Johnston RI 08/2023 Present
  • 09/2018 → 08/2023
    Metlife Investors Distribution Company
    Warwick, RI
  • 07/2018 → 08/2018
    Unemployed
    East Greenwich, RI
  • 08/2017 → 06/2018
    Burrillville High School
    Burrillville, RI
  • 07/2016 → 07/2017
    Unemployed
    East Greenwich, RI
  • 09/2018 → 07/2020
    Metlife
    Warwick, RI
  • 08/2023 → Present
    Citizens Securities
    Johnston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-13
S63 Uniform Securities Agent State Law Examination 2012-01-28
  • S66 Uniform Combined State Law Examination
    2024-03-13
  • S63 Uniform Securities Agent State Law Examination
    2012-01-28

View on SEC IAPD

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