Citizens Investment Advisors

Citizens Investment Advisors, legally recognized as CITIZENS INVESTMENT ADVISORS, is an established financial advisory firm based out of Rhode Island with a small but dedicated team of 5 employees, including 2 advisors. Their client base of 1 is testament to their focus on delivering personalized financial solutions. The SEC (U.S. Securities and Exchange Commission) has given them the stamp of approval, as evidenced by their registration date of May 30, 2001.

• CITIZENS FINANCIAL GROUP, INC.

  CITIZENS BANK, N.A. owns 75% or more

• DANIEL LAPLANTE

  CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT owns less than 5%

• DAVID HOWARD SHORE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JEFFREY KENNEY HANNA

  PORTFOLIO MANAGER owns less than 5%

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