Justin
Frisco
Principal Securities, Inc
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About this Advisor
Justin Frisco is a financial advisor who works out of San Diego, California with 9 years of industry experience. Frisco is an employee of Principal Securities, Inc. The advisor has gained experience at Principal Securities Inc, Principal Life Insurance Co, Mahdion Financial And Insurance Center and Frisco Financial And Insurance Services. Frisco maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Principal Securities, Inc is an advisory business based in Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 employees. It manages $9 billion in assets across its 46,075 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 34 charities and foundations. Of its 46,075 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. Principal Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the financial services provided. Fees charged by Principal Securities, Inc may include 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
Justin Frisco Work History
Justin has been registered as a financial advisor for 9 years.*
Frisco Financial And Insurance Services
Mahdion Financial And Insurance Center
Principal Securities Inc
Principal Life Insurance Co
*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 Justin Frisco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
