Jill
Leland
Principal Securities, Inc
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About this Advisor
Jill Leland is a financial advisor based in Corpus Christi, Texas, working with Principal Securities, Inc. Jill has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Laguna Wealth Services, Principal Life Insurance Company, Principal Securities Inc, Demontel Financial Services, W&S Brokerage Service, and Western And Southern Life. Jill has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jill is part of Principal Securities, Inc, which operates out of Corpus Christi, Texas. 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
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jill Leland Work History
Principal Life Insurance Company
Principal Securities Inc
Demontel Financial Services
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Laguna Wealth Services
W&S Brokerage Service
Western And Southern Life
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Jill Leland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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