Igor Ferreira, financial advisor Tulare CA
89 score

Igor Ferreira

CRD Number: 6194025
Current Firm: Principal Securities, Inc.

Igor Ferreira (CRD# 6194025) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Carl Nelson Insurance Tulare, CA Jan 2015 - Current 1
Principal Life Insurance Company Tulare, CA Oct 2013 - Current 3
Princor Financial Services Corp Tulare, CA Oct 2013 - Current 3
Hd Vest Investment Services Tulare, CA May 2013 - Oct 2013 < 1
Isf Tax And Financial Services Visalia, CA Jan 2010 - Oct 2013 3
Visalia Unified School District Visalia, CA Aug 2011 - Jun 2013 1
Fresno State University Fresno, CA Aug 2006 - May 2011 4
Best Buy Geek Squad Visalia, CA Feb 2008 - Jan 2011 2
Csu Fresno Recreation Center Fresno, CA Aug 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Igor Ferreira
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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