Signe
Nelson-Combs

Principal Securities, Inc

CRD#5834293
Investment Advisor
in Davenport, IA

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About this Advisor

Signe Nelson-Combs is a financial advisor operating in Davenport, Iowa, who has been in the advisory business for 10 years. Nelson-Combs is an employee of Principal Securities, Inc. The advisor has gained experience at Mwa Financial Services Inc, Modern Woodmen Of America, Principal Life Insurance Company and Princor Financial Services Corporation. Nelson-Combs holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Principal Securities, Inc is a financial advisory business operating out of Davenport, Iowa. The company has offices in 350 locations and a total of 1,603 financial advisors. It administers $6 billion in assets among its 31,797 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 30 charities and foundations. Of its 31,797 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides 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 advisory services largely depend on which services the firm provides the client. However, fees charged by Principal Securities, Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

5103 Utica Ridge Rd
Davenport, IA 52807

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

IA Average: 166
Total Number of Accounts

31,797

IA Average: 7,189
Average Account Size

$192,151

IA 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

Signe Nelson-Combs Work History

Signe has 11 years of experience.

2014 - Present (6 years)

Principal Life Insurance Company

2014 - Present (6 years)

Princor Financial Services Corporation

2010 - 2014 (4 years)

Mwa Financial Services Inc

2009 - 2014 (5 years)

Modern Woodmen Of America

Disclosures

Signe Nelson-Combs has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

John Murray
Wayne, PA
Christina Loranger
Waltham, MA
Conrad Beeler
Lansing, MI
Joseph Pearcy
Kalamazoo, MI
Paul Kranich
Walnut Creek, CA
Diana Hutson
Ames, IA
Jeffery White
Roseville, CA
Jennifer Cromer
Jacksonville, FL

This content was compiled from the SEC and FINRA.

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