Christopher
Ianni

Principal Securities, Inc

CRD#7760388
Investment Advisor
in San Diego, CA

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About this Advisor

Christopher Ianni is a financial advisor based in San Diego, California, working with Principal Securities, Inc. Christopher has previously held positions at Bluewater Vacation Homes, Mavericks Beach Club, Waterbar, Smartfinancial, Agi Marketing, Beachcomber, University Of Delaware, Lighthouse, Pb Ale House, Principal Life Insurance Company, Principal Securities Inc, and Financial Advisors Of Delaware Valley. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Christopher is part of Principal Securities, Inc, which operates out of San Diego, California. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

San Diego, CA

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

CA Average: $9,259,360,772
Total Number of Employees

1,349

CA Average: 166
Total Number of Accounts

54,844

CA Average: 7,189
Average Account Size

$220,730

CA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Ianni Work History

2024 - Present (0 year)

Financial Advisors Of Delaware Valley

2023 - Present (1 year)

Principal Life Insurance Company

2023 - Present (1 year)

Principal Securities Inc

2022 - 2023 (1 year)

Agi Marketing

2021 - 2022 (1 year)

Smartfinancial

2019 - 2020 (1 year)

Waterbar

2018 - 2019 (1 year)

Bluewater Vacation Homes

2018 - 2020 (2 years)

Mavericks Beach Club

2018 - 2023 (5 years)

Beachcomber

2018 - 2018 (< 1 year)

Pb Ale House

2017 - 2017 (< 1 year)

Lighthouse

2012 - 2017 (5 years)

University Of Delaware

Disclosures

Please visit the SEC profile of Christopher Ianni 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

Michael Harken
Camdenton, MO
William Krag
Collierville, TN
Benjamin Hardy
Almond, NY
Martha Nielsen
Latham, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Reid Johnson
Cedar Falls, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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