Debra Cinquemani is a CFP-designated registered investment advisor at Principal Advised Services, based in Leeds, AL, with 12 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16,940 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal Advised Services offers a Managed Account Service where they manage your retirement account for you. The annual fee is up to 0.50% of the daily value of your account. This fee is deducted monthly. The exact fee is negotiable by your employer's retirement plan sponsor and may depend on factors like the number of participants, plan assets, and whether the plan uses Principal's own investment funds. There may be a free trial period.
Location
Leeds, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Debra works full-time as an IAR offering investment advice to Principal retirement plan participants and is also an AVP at Principal Bank, accountable for sales of bank deposit products. Additionally, Debra owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.Broker
Principal Securities, INC.
Previous Registrations
Principal Securities, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Investacorp, INC.Broker
PFS Investments INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.