Leslie
Arcuri

Principal Securities, Inc

CRD#2232623
Investment Advisor
in Charlottesville, VA

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About this Advisor

Leslie Arcuri is a financial advisor based in Charlottesville, Virginia, working with Principal Securities, Inc. Leslie has previously held positions at Principal Life Insurance Co and Principal Securities Inc. Leslie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Leslie is part of Principal Securities, Inc, which operates out of Charlottesville, Virginia. 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, Series 65

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

Charlottesville, VA

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

VA Average: 166
Total Number of Accounts

54,844

VA Average: 7,189
Average Account Size

$220,730

VA 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

Leslie Arcuri Work History

2006 - Present (18 years)

Principal Life Insurance Co

2006 - Present (18 years)

Principal Securities Inc

Disclosures

Please visit the SEC profile of Leslie Arcuri 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

Jill Leland
Corpus Christi, TX
Martha Nielsen
Latham, NY
William Krag
Collierville, TN
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Benjamin Hardy
Almond, NY

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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