Luke
Reilly
Principal Securities, Inc
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About this Advisor
Luke Reilly is a financial advisor operating out of Tucson, Arizona with 2 years of industry experience. Reilly is currently employed by Principal Securities, Inc. Reilly has gained experience at Principal Life Insurance Company, Principal Securities Inc, Alliance Group, La Parilla Suiza, Full Time Student and Vetrano Financial Services. Reilly has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Principal Securities, Inc is an advisory firm operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 advisors. It administers $9 billion in assets under management among its 46,075 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 34 charitable organizations. Of its 46,075 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Principal Securities, Inc performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually are based on which service is offered. However, fee types billed by Principal Securities, Inc can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Luke Reilly Work History
Luke has been registered as a financial advisor for 2 years.*
Vetrano Financial Services
Principal Life Insurance Company
Principal Securities Inc
Alliance Group
La Parilla Suiza
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luke Reilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Birmingham, AL
Des Moines, IA
Lansing, MI
Williamston, MI
Puyallup, WA
Wdm, IA
Arlington, TX
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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