Martha Bone, financial advisor Tampa FL
76 score

Martha Bone

CRD Number: 5615043
Current Firm: Principal Securities, Inc.

Martha Bone (CRD# 5615043) is an Investment Advisor Representative working at Principal Securities, Inc. in Tampa, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Tampa, FL Apr 2014 - Current 2
Princor Financial Services Corporation Tampa, FL May 2010 - Current 6
Gfs Group Tampa, FL Aug 2012 - Apr 2014 1
Principal Life Insurance Company Tampa, FL May 2010 - Apr 2014 3
Park Avenue Securities Tampa, FL Jun 2009 - May 2010 < 1
Guardian Life Ins Co Of America Tampa, FL Apr 2009 - May 2010 1
J.p. Turner & Company, LLC Palm Harbor, FL Nov 2008 - Mar 2009 < 1
First Founders Financial Tampa, FL Dec 2007 - Sep 2008 < 1
Zone Productions Tampa, FL Nov 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Martha J. Bone
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • FL
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
76

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