Jo-ann PrincipiCRD Number: 871240
Current Firm: Raymond James Financial Services Advisors, Inc.
Jo-ann Principi (CRD# 871240) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Merritt Island, FL and has over 31 years of experience in the finance industry.
Rall Capital Management, Inc.
Arbogast Financial Advisors, LLC
Baldwin & Associates
|Principi Farm Enterprises, L.l.c. D/b/a Fruit Creek||Merritt Island, FL||Dec 2014 - Current||1|
|Crossley Shear, Inc.||Merritt Island, FL||Nov 2014 - Current||1|
|Raymond James Financial Services Advisors||Merritt Island, FL||Jan 2009 - Current||7|
|Raymond James Financial Services, Inc.||Merrit Island, FL||Jan 2009 - Current||7|
|Edward D. Jones & Company, LP||St. Louis, MO||Feb 1999 - Jan 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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