Citizens Securities
42yrs
Top advisor by experience in Alliance
8yrs
Daniel Duric
Financial advisor at Citizens Securities
Daniel Duric is a fiduciary financial advisor in Alliance, Ohio, with 8 years in the industry. After three years at Key Investment Services, Daniel joined Citizens Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 34 advisors with offices in Alliance, and one of 33 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office780 W State Street, Alliance, OH 44601
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowCitizens Securities, Inc.Current firm
- 2022 – 2025Key Investment Services LLCPreviously
- Dec 2019 – Aug 2020Citizens Securities, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Citizens Securities at 1-800-942-8300 and ask for Daniel Duric. Daniel works from the Alliance, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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