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Lara Elizabeth Ferguson

Citizens Securities, Inc.

Charlotte, NC

Westwood, MA

CRD 6959306

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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
NJ RA APPROVED 2022-03-08
FL RA APPROVED 2022-03-07
CT RA APPROVED 2022-03-04
DE RA APPROVED 2022-03-04
MI RA APPROVED 2022-03-04
NH RA APPROVED 2022-03-04
NY RA APPROVED 2022-03-04
OH RA APPROVED 2022-03-04
PA RA APPROVED 2022-03-04
RI RA APPROVED 2022-03-04
VT RA APPROVED 2022-03-04
  • NJ RA
    APPROVED
    Since 2022-03-08
  • FL RA
    APPROVED
    Since 2022-03-07
  • CT RA
    APPROVED
    Since 2022-03-04
  • DE RA
    APPROVED
    Since 2022-03-04
  • MI RA
    APPROVED
    Since 2022-03-04
  • NH RA
    APPROVED
    Since 2022-03-04
  • NY RA
    APPROVED
    Since 2022-03-04
  • OH RA
    APPROVED
    Since 2022-03-04
  • PA RA
    APPROVED
    Since 2022-03-04
  • RI RA
    APPROVED
    Since 2022-03-04
  • VT RA
    APPROVED
    Since 2022-03-04

Branch Locations

Charlotte, NC • United States

200 Station Drive, Westwood, MA 02090 • 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
Davinci Financial Designs Columbia SC 03/2020 02/2022
Allied Investment Advisors Suwanee GA 07/2019 11/2019
Moneywise Retirement Atlanta GA 06/2018 07/2019
Southern Comforts Consignments Atlanta GA 03/2017 11/2018
Sandy Springs United Methodist Church Atlanta GA 03/2011 09/2017
Unemployed Columbia SC 11/2019 03/2020
Lpl Financial, Llc Columbia SC 12/2020 02/2022
Citizens Securities, Inc. Westwood MA 02/2022 Present
  • 03/2020 → 02/2022
    Davinci Financial Designs
    Columbia, SC
  • 07/2019 → 11/2019
    Allied Investment Advisors
    Suwanee, GA
  • 06/2018 → 07/2019
    Moneywise Retirement
    Atlanta, GA
  • 03/2017 → 11/2018
    Southern Comforts Consignments
    Atlanta, GA
  • 03/2011 → 09/2017
    Sandy Springs United Methodist Church
    Atlanta, GA
  • 11/2019 → 03/2020
    Unemployed
    Columbia, SC
  • 12/2020 → 02/2022
    Lpl Financial, Llc
    Columbia, SC
  • 02/2022 → Present
    Citizens Securities, Inc.
    Westwood, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
  • S66 Uniform Combined State Law Examination
    2021-03-22
Designations
  • Certified Financial Planner
Other Names
  • Lara Morefield Clay
  • Lara Elizabeth Sheehan
  • Lara Elizabeth Morefield
  • Lara Michelle Strattan

View on SEC IAPD

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