Brian Dunphy Email & Phone Number
Financial Advisor at Citizens Wealth Management @ Citizens Securities, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brian Dunphy Location
- Providence, RI, US
Brian Dunphy Work
- 2020 -now Financial Advisor at Citizens Wealth Management @
- 2018 -2020 Financial Advisor @
- 2012 -2018 Financial Advisor @ Valic Financial Advisors
- 2006 -2012 Senior Regional Investment Consultant @ Fidelity Investments Institutional Services Company
- 2005 -2006 Service Manager - Third Party Administrator @ Fidelity Operations and Services Group
- 2004 -2005 Service Manager @ Fidelity Operations and Services Group
- 2002 -2004 Premium Services Team Leader @ Fidelity Operations and Services Group
- 2000 -2002 Senior Premium Services Representative @
- 1998 -2000 Investment Services Representative @ Fidelity Employer Services Company
Brian Dunphy Education
- Bryant University
Certified Financial Planning (Financial Planning)
2004-2006 - Assumption University
Bachelor of Arts (English Language and Literature/Letters)
1994-1998
Brian Dunphy Skills
- Leadership
- Series 63
- Portfolio Management
- Management
- Investment Strategies
- Investments
- Relationship Management
- Retirement
- 401k
- 401K Retirement Savings Plans
- Asset Allocation
- Insurance
- Strategy
- Financial Services
- Retirement Planning
- Sales
- Mutual Funds
- Series 7
- 401 Retirement Savings Plans
Brian Dunphy Summary
- Brian Dunphy, based in Providence, RI, US, is currently a Financial Advisor at Citizens Wealth Management at Citizens Wealth Management. Brian Dunphy brings experience from previous roles at Baystate Financial, Valic Financial Advisors, Fidelity Investments Institutional Services Company and Fidelity Operations and Services Group. Brian Dunphy holds a 2004 - 2006 Certified Financial Planning in Financial Planning @ Bryant University. With a robust skill set that includes Leadership, Series 63, Portfolio Management, Management, Investment Strategies and more. Brian Dunphy has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brian Dunphy?
Find contact details for 700 million professionals.
Others Named Brian Dunphy
Brian Dunphy
Advisor to Chief Executive Officer
Encinitas, CA, US
Brian Dunphy
Senior Financial Advisor
Columbia, SC, US
Brian Dunphy
Financial Advisor at Citizens Wealth Management
Providence, RI, US
Brian Dunphy
Vice President, Product Management
Washington, DC, US
Brian Dunphy
Partner
Boston, MA, US
Brian Dunphy
Partner
Mineola, NY, US
Brian Dunphy
Marketing Director
Canton, OH, US
Top Citizens Securities, Inc. Employees
Paramjit Singh
Vice President, Wealth Advisor
Needham, MA, US
Travis J. Sousa
Wealth Advisor, First VP
New Bedford, MA, US
Kieth Tong
Wealth Advisor, Vice President
Portsmouth, NH, US
Randall Marquez
Wealth Advisor-VP
Scotch Plains, NJ, US
Michael Trotter
Vice President, Financial Advisor
Boston, MA, US
Ron Homer
SVP- Regional Director- Wealth | New Jersey
New York, NY, US
Dan Benedetti
Vice President, Divisional Supervisory Officer
The Villages, FL, US
Risque Downes
SVP - Wealth Regional Director
New York, United States
Jim Scherer
Private Client Financial Advisor, VP
Greenwich, CT, US
Anthony Coiro
VP, Private Client Financial Advisor
Denville, NJ, US
James Finlay
Financial Advisor, VP
Rochester, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co