Principal Protection Advisors LLC

Principal Protection Advisors LLC (CRD# 161414) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.ppallc.net
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at Principal Protection Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
George Goldman, financial advisor Hauppauge NY
George R. Goldman
CRD#: 1315513
Hauppauge, NY
96
Wealthminder
score

George Goldman (CRD# 1315513) is an Investment Advisor Representative working at Principal Protection Advisors LLC in Hauppauge, NY and has over 30 years of experience in the finance industry. George Goldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian Orr, financial advisor Hauppauge NY
Brian J. Orr
CRD#: 4030228
Hauppauge, NY
93
Wealthminder
score

Brian Orr (CRD# 4030228) is an Investment Advisor Representative working at Principal Protection Advisors LLC in Hauppauge, NY and has over 16 years of experience in the finance industry.

3
Shawn Orr, financial advisor Hauppauge NY
Shawn W. Orr
CRD#: 4543396
Hauppauge, NY
93
Wealthminder
score

Shawn Orr (CRD# 4543396) is an Investment Advisor Representative working at Principal Protection Advisors LLC in Hauppauge, NY and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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