Kevin Reigh Shope

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Citizens Securities, Inc.
  Boardman, OH

Previous Registrations

• 2005-07-06 → 2007-12-21
  Chase Investment Services Corp.
  Independence, OH
  Youngstown, OH
  Painesville, OH
  Cleveland, OH
  Lyndhurst, OH
  Youngstown, OH
  Canfield, OH
  Youngstown, OH
  Youngstown, OH
  Warren, OH
  Warren, OH
  Youngstown, OH
  Warren, OH
  Cleveland, OH
  Beachwood, OH
  Westlake, OH
  Seven Hills, OH
  Cleveland, OH
  Sheffield Lake, OH
  Eastlake, OH
  Youngstown, OH
  Berea, OH
  Chagrin Falls, OH
  Cleveland Heights, OH
  Columbiana, OH
  East Liverpool, OH
  Euclid, OH
  Girard, OH
  Lorain, OH
  Lorain, OH
  Lorain, OH
  Mentor, OH
  Mentor, OH
  Mentor-On-The-Lake, OH
  Newton Falls, OH
  Niles, OH
  North Olmsted, OH
  Parma, OH
  Pepper Pike, OH
  Perry, OH
  Poland, OH
  Rocky River, OH
  Salem, OH
  Strongsville, OH
  Wickliffe, OH
  Willoughby, OH
  Willoughby Hills, OH
  Willowick, OH
  Warren, OH
  Cleveland, OH
  Bedford Heights, OH
  Cleveland, OH
  Cleveland, OH
  Beachwood, OH
  Niles, OH
  Painesville, OH
  Rocky River, OH
  Boardman, OH
  Chardon, OH
  Chesterland, OH
  Madison, OH
  Warren, OH
  Warren, OH
  Warren, OH
  Youngstown, OH
  Youngstown, OH
  Youngstown, OH
  Painesville, OH
• 2005-06-08 → 2005-07-06
  Banc One Securities Corporation
  Youngstown, OH

Other Businesses

Dylan's House - Director President - Non-Profit 5-10 hours serve on board of directors for non-profit organization.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-07