Christopher
Fernandez

Principal Securities, Inc

CRD#4872617
Investment Advisor
in Long Lake, MN

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About this Advisor

Christopher Fernandez is a financial advisor based in Long Lake, Minnesota, working with Principal Securities, Inc. Christopher has previously held positions at Principal Securities, Principal Life Insurance, and Uptown Brewing Company. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Christopher is part of Principal Securities, Inc, which operates out of Long Lake, Minnesota. 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

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

Long Lake, MN

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

MN Average: 166
Total Number of Accounts

54,844

MN Average: 7,189
Average Account Size

$220,730

MN 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

Christopher Fernandez Work History

2004 - Present (21 years)

Principal Securities

2004 - Present (21 years)

Principal Life Insurance

2001 - Present (24 years)

Uptown Brewing Company

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Disclosures

Please visit the SEC profile of Christopher Fernandez 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

William Krag
Collierville, TN
Reid Johnson
Cedar Falls, IA
Roger Goren
Melville, 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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