Brendan
Cole
Principal Advised Services
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About this Advisor
Brendan Cole is a financial advisor based in Charlotte, North Carolina, working with Principal Advised Services. Brendan has previously held positions at Principal Securities, Inc, Associate Staffing, The Hanover Insurance Group, Randstad Usa, Arbella Insurance Group, Bj'S Wholesale Club, Lowe'S Foods, Petsmart, Axial Biotech Therapeutics, The Paramount, Boston College Highschool, Principal Advised Services, and Principal Life Insurance. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Iowa and North Carolina. Currently, Brendan is part of Principal Advised Services, which operates out of Charlotte, North Carolina. The firm has 157 offices and 343 employees. Principal Advised Services manages assets totaling $887.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Principal Advised Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$887,316,440
343
16,940
$52,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brendan Cole Work History
Principal Advised Services
Principal Life Insurance
Principal Securities, Inc
Associate Staffing
The Hanover Insurance Group
Randstad Usa
None
Arbella Insurance Group
None
Bj'S Wholesale Club
Lowe'S Foods
Petsmart
None
Axial Biotech Therapeutics
The Paramount
Boston College Highschool
Disclosures
Please visit the SEC profile of Brendan Cole 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 Advised Services
Matthews, NC
Murrells Inlet, SC
Phoenix, AZ
Allen, TX
Charlotte, NC
Des Moines, IA
Des Moines, IA
Boynton Beach, FL
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