Ana Brinkley is a registered investment advisor at Principal Advised Services, based in Land O'Lakes, FL, with 37 years of industry experience. Ana 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
Land O'Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ana works full-time as a Retirement Consultant for Principal Advised Services, offering investment advice to retirement plan participants. She also works full-time as an AVP for Principal Bank, focusing on sales of bank deposit products.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
StephensBroker
RBC Dain Rauscher INC.Broker
William R. Hough & CO., INC
William R. Hough & CO.Broker
Gruntal & CO. IncorporatedBroker
Everen Securities, INC.Broker
Raymond James & Associates, INC.Broker
Cs First Boston CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
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.