Lori Nadglowski (CRD# 4490966) is an Investment Advisor Representative working at Principal Securities, Inc. in Thonotosassa, FL and has over 20 years of experience in the finance industry. Lori Nadglowski 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.
CRD# 4330473
Morgan Stanley
CRD# 6207615
Charles Schwab & Company, Inc.
CRD# 2861943
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laurel Wealth Management | Thonotosassa, FL | Dec 2018 - Current | 5 |
| Principal Life Insurance Company | Thonotosassa, FL | Nov 2018 - Current | 5 |
| Principal Securities | Thonotosassa, FL | Nov 2018 - Current | 5 |
| Independent Financial Partners | Thonotosassa, FL | Mar 2016 - Nov 2018 | 2 |
| Lpl Financial | Tampa, FL | Apr 2012 - Nov 2018 | 6 |
| Wealth Advisors Of Tampa Bay, LLC | Tampa, FL | Apr 2012 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- FL
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, WY
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