Martha BoneCRD 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 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Principal Life Insurance Company||Tampa, FL||Apr 2014 - Current||3|
|Princor Financial Services Corporation||Tampa, FL||May 2010 - Current||7|
|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|
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
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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