Howard
Greene

Principal Securities, Inc

CRD#5483639
Investment Advisor
in Tampa, FL

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About this Advisor

Howard Greene is a financial advisor based out of Tampa, Florida, who has 2 years of relevant experience. Greene is currently employed by Principal Securities, Inc. Their career trajectory has included roles at Bankers Life And Casualty, Bankers Life Securities, Principal Life Insurance Company, Principal Securities Inc, Lirr and Bombardier. Greene has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Principal Securities, Inc is a registered investment business operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 financial advisors. It handles $9 billion in assets under management among its 46,075 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 34 charitable organizations. Of its 46,075 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. Principal Securities, Inc performs a diverse range of services, including 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 are based on the type of services provided. However, fees charged by Principal Securities, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

4830 W Kennedy Blvd Ste 550
Tampa, FL 33609

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

FL Average: 166
Total Number of Accounts

46,075

FL Average: 7,189
Average Account Size

$204,381

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

Howard Greene Work History

Howard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Principal Life Insurance Company

2021 - Present (3 years)

Principal Securities Inc

2018 - 2021 (3 years)

Bankers Life And Casualty

2018 - 2021 (3 years)

Bankers Life Securities

2015 - 2018 (3 years)

Lirr

2008 - 2015 (7 years)

Bombardier

*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 Howard Greene 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 Adelman
Des Moines, IA
Gregory Schmitt
San Diego, CA
William Daines
Tampa, FL
John Pettit
Puyallup, WA
Paige Lewis
Seattle, WA
Sean Oconnor
Syracuse, NY
Justin Terrell
Bethesda, MD
Jairus Halladay
Milwaukee, WI

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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