Colleen ClementsCRD Number: 6679930
Current Firm: Principal Securities, Inc.
Colleen Clements (CRD# 6679930) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Principal Securities Inc.||Bethesda, MD||Jul 2016 - Current||7|
|Principal Life Insurance Company||Bethesda, MD||Jun 2016 - Current||7|
|Richardson Plowden||Columbia, SC||Aug 2015 - May 2016||< 1|
|N/a||Troy, MI||Jun 2006 - May 2016||9|
|The Dockside||Bellaire, MI||Jun 2013 - Aug 2015||2|
|Carolina Ale House||Columbia, SC||Mar 2013 - May 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
|S63||Uniform Securities State Law Examination||Sep 2016|
Total Assets Under Management9,417MILLIONS
Total Number of Accounts46,075ACCOUNTS
Average Account Value$204,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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