Vicki
Vinson

Principal Securities, Inc

CRD#2230329
Investment Advisor
in Lakeland, TN

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About this Advisor

Vicki Vinson is a financial advisor who works in Lakeland, Tennessee with a total of 12 years of relevant experience. Vinson is on the advisory team at Principal Securities, Inc. Their career trajectory has included roles at Princor Financial Services Corporation, Principal Life Insurance Company and Principal Securities Inc. Vinson holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Tennessee. Principal Securities, Inc is a company based out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It administers $9 billion in assets across its 46,075 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 34 charitable organizations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Principal Securities, Inc likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 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

Lakeland, TN

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

TN Average: 166
Total Number of Accounts

46,075

TN Average: 7,189
Average Account Size

$204,381

TN 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

Vicki Vinson Work History

Vicki has been registered as a financial advisor for 12 years.*

2016 - Present (8 years)

Principal Securities Inc

2011 - Present (13 years)

Principal Life Insurance Company

2011 - 2016 (5 years)

Princor Financial Services Corporation

*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 Vicki Vinson 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

Alison White
Birmingham, AL
Jamey Pesek
Fargo, ND
Conrad Beeler
Lansing, MI
Benjamin Eichler
Williamston, MI
Jairus Halladay
Milwaukee, WI
William Daines
Tampa, FL
John Pettit
Puyallup, WA
Justin Terrell
Bethesda, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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