Paige
Glovinsky

Principal Securities, Inc

CRD#7088706
Investment Advisor
in Mt Pleasant, SC

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About this Advisor

Paige Glovinsky is a financial advisor who works in Mt Pleasant, South Carolina with 3 years of industry experience. Glovinsky works at Principal Securities, Inc. Glovinsky has gained experience at Kohl'S, Victoria'S Secret, Mill Street Tavern, Tonle, Crave Kitchen + Cocktails, Blue Bear Financial, Principal Securities Inc and Principal Life Insurance Company. Glovinsky has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Principal Securities, Inc is a financial advisory company that has its headquarters in Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It has $9 billion in assets between its 46,075 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 34 charitable organizations. Of its 46,075 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Principal Securities, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

Mt Pleasant, SC

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

SC Average: 166
Total Number of Accounts

46,075

SC Average: 7,189
Average Account Size

$204,381

SC 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

Paige Glovinsky Work History

Paige has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Principal Securities Inc

2021 - 2022 (1 year)

Principal Life Insurance Company

2020 - 2020 (< 1 year)

Blue Bear Financial

2019 - 2019 (< 1 year)

Crave Kitchen + Cocktails

2019 - 2019 (< 1 year)

Blue Bear Financial

2018 - 2018 (< 1 year)

Mill Street Tavern

2018 - 2019 (1 year)

Tonle

2013 - 2018 (5 years)

Victoria'S Secret

2012 - 2013 (1 year)

Kohl'S

*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 Paige Glovinsky 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

Meghan Mcguire
Denver, CO
James Magee
Des Moines, IA
Jairus Halladay
Milwaukee, WI
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
James Henry
Wdm, IA
Craig Forster
Arlington, TX
Alison White
Birmingham, AL

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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