Kenneth Nadeau, financial advisor Ocala FL
93 score

Kenneth Nadeau

CRD Number: 4626956
Current Firm: Principal Securities, Inc.

Kenneth Nadeau (CRD# 4626956) is an Investment Advisor Representative working at Principal Securities, Inc. in Ocala, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Ins Co Ocala, FL Jun 2013 - Current 3
Princor Financial Services Corp Ocala, FL Jun 2013 - Current 3
New England Securities Orlando, FL Feb 2006 - Jun 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Kenneth R. Nadeau
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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