Joshua
Medvidofsky

Principal Securities, Inc

CRD#5288667
Investment Advisor
in Denver, CO
Are you Joshua Medvidofsky? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Medvidofsky is a certified financial planner operating out of Denver, Colorado, who has been in the financial industry for 11 years. Medvidofsky currently works for Principal Securities, Inc. Throughout their career, they have worked at Principal Life Insurance, Princor Financial Services Corporation, Complete Retirement Solutions, Principal Life Insurance Company and Medvidofsky & Brown Retirement Partners. Medvidofsky holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Principal Securities, Inc is a firm based out of Denver, Colorado. The investment advisory business has offices in 354 locations and a total of 1,687 advisors. It manages $6 billion in assets among its 28,235 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 30 charities and foundations. Of its 28,235 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. Fee types charged by Principal Securities, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

4600 S Syracuse St Ste 1000
Denver, CO 80237

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

CO Average: 166
Total Number of Accounts

31,797

CO Average: 7,189
Average Account Size

$192,151

CO Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Joshua Medvidofsky Work History

Joshua has 11 years of experience.

2014 - Present (5 years)

Medvidofsky & Brown Retirement Partners

2012 - Present (7 years)

Principal Life Insurance Company

2008 - 2017 (9 years)

Complete Retirement Solutions

2007 - 2008 (1 years)

Principal Life Insurance

2007 - Present (12 years)

Princor Financial Services Corporation

Disclosures

Joshua Medvidofsky has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started