Jeffrey Detwiler
Jeffrey Detwiler is a registered investment advisor at Citizens Securities, INC., based in Wyomissing, PA, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
70 Commerce Drive, Village Square; Mailstop: 1Bc-6711, Wyomissing, PA, 19610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is the executor for his mother's estate, spending minimal time on settling it and paying obligations. He also owns a rental property in The Villages, FL, managed by a rental management company.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Dreyfus Financial Services CorporationBroker
Dreyfus Investment Services CorporationBroker
Pnmr Securities, INC.Broker
Financial Network Investment CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.