Stephanie Goins, financial advisor Downers Grove IL

Stephanie Goins

CRD Number: 4628735
Current Firm: Principal Securities, Inc.

Stephanie Goins (CRD# 4628735) is an Investment Advisor Representative working at Principal Securities, Inc. in Downers Grove, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Inc. Downers Grove, IL Dec 2019 - Current < 1
Principal Life Insurance Co Downers Grove, IL Dec 2019 - Current < 1
Unemployed Lake Villa, IL Jul 2019 - Dec 2019 < 1
Edward Jones St Louis, MO Apr 2019 - Jul 2019 < 1
Unemployed Lake Villa, IL Jan 2019 - Mar 2019 < 1
Hsbc Arlington Heights, IL Nov 2004 - Dec 2018 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Stephanie K. Goins
Phone Number: 888-774-6267
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,610
    MILLIONS
  • Total Number of Accounts
    34,673
    ACCOUNTS
  • Average Account Value
    $219,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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