David
Bournival

Principal Securities, Inc

CRD#2873158
Investment Advisor
in Winter Garden, FL

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About this Advisor

David Bournival is a financial advisor based in Winter Garden, Florida, working with Principal Securities, Inc. David has previously held positions at Principal Life Ins Co and Principal Securities Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, David is part of Principal Securities, Inc, which operates out of Winter Garden, Florida. 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 63, 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

Winter Garden, FL

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

FL Average: 166
Total Number of Accounts

54,844

FL Average: 7,189
Average Account Size

$220,730

FL 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

David Bournival Work History

2010 - Present (14 years)

Principal Life Ins Co

2010 - Present (14 years)

Principal Securities Inc

Disclosures

Please visit the SEC profile of David Bournival 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

Roger Goren
Melville, NY
Benjamin Hardy
Almond, NY
Martha Nielsen
Latham, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

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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