Melissa
Bensman

Principal Securities, Inc

CRD#4348315
Investment Advisor
in Atlanta, GA
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About this Advisor

Melissa Bensman is a certified financial planner who works in Atlanta, Georgia, with 18 years of experience as a financial advisor. Bensman works at Principal Securities, Inc. Throughout their career, Bensman has worked at Charles Schwab & Co., Inc, Charles Schwab Bank N.A, 52 Weeks Financial, Homemaker and Principal Securities Inc. Bensman has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Georgia. Principal Securities, Inc is a registered investment business based in Atlanta, Georgia. The company has offices in 354 locations and a total of 1,687 people on staff. It oversees $6 billion in assets among its 28,235 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 30 charitable organizations. Of its 28,235 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on which services are provided. However, fees charged by Principal Securities, Inc most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

2000 Riveredge Pkwy Ste 1010
Atlanta, GA 30328

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

GA Average: 166
Total Number of Accounts

31,797

GA Average: 7,189
Average Account Size

$192,151

GA Average: $1,287,990

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Investment Advisory Services

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

Melissa Bensman Work History

Melissa has 18 years of experience.

2018 - Present (1 years)

52 Weeks Financial

2016 - Present (3 years)

Principal Securities Inc

2009 - 2016 (7 years)

Homemaker

2005 - 2009 (4 years)

Charles Schwab Bank N.A

2000 - 2009 (9 years)

Charles Schwab & Co.,Inc

Disclosures

Melissa Bensman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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