Justin
Spinello

Principal Securities, Inc

CRD#6565099
Investment Advisor
in Tampa, FL

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About this Advisor

Justin Spinello is a financial advisor operating in Tampa, Florida who has 1 year of relevant experience. Spinello is on the advisory team at Principal Securities, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, United States Army Reserves, Crossfit Rockkore, Wells Fargo Clearing Services, LLC, Principal Life Insurance Company, Principal Securities Inc and Spinello Wealth Management. Spinello maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Principal Securities, Inc is a registered investment firm that has its headquarters in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 employees. It manages $9 billion in total assets between its 46,075 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 34 charities and foundations. Of its 46,075 client accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers a number 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 are based on the type of financial services. Fee types billed by Principal Securities, Inc most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Justin Spinello Work History

Justin has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Spinello Wealth Management

2022 - Present (2 years)

Principal Life Insurance Company

2022 - Present (2 years)

Principal Securities Inc

2018 - 2022 (4 years)

Wells Fargo Clearing Services, LLC

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2020 (6 years)

United States Army Reserves

2013 - 2014 (1 year)

Crossfit Rockkore

*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 Spinello 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

Jairus Halladay
Milwaukee, WI
Katherine Delmont
Des Moines, IA
Alison White
Birmingham, AL
James Henry
Wdm, IA
Paige Lewis
Seattle, WA
Jamey Pesek
Fargo, ND
Justin Terrell
Bethesda, MD
Conrad Beeler
Lansing, MI

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.

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