Quintrell L Mccreary

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 02/2024
  First Command Brokerage Services
  Fort Worth, TX
• 07/2019 → 03/2023
  United States Navy
  Jacksonville, FL
• 06/2015 → 07/2019
  United States Navy
  Tampa, FL
• 02/2024 → Present
  Principal Life Insurance Company
  Jacksonville, FL
• 02/2024 → Present
  Principal Securities, Inc.
  Jacksonville, FL

Other Businesses

**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2024 ADDRESS: 7077 Bonneval Road, Suite 380, Jacksonville FL 32216, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **Q&M DEVELOPMENT GROUP LLC POSITION: Real Estate - Rentals NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 59 RANCH LAND CIR, SAINT JOHNS FL 32259-8517, United States DESCRIPTION: I own two rental homes and receive $1250.00 of rental income a month. I go through contractors for repairs or any other problems, concerns or add-ons. **UPSTAR LOGISTICS LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 1 START DATE: 07/26/2024 ADDRESS: 59 RANCH LAND CIR, SAINT JOHNS FL 32259-8517, United States DESCRIPTION: This outside business activity has nothing to do with the financial industry. This outside business activity is a logistics/trucking business LLC where I am the sole owner. I have partnered with Amazon where I will build (hire) a team that will deliver Amazon freight from larger distribution centers to smaller distribution centers and vice versa. There is no unloading of goods, only haul and drop. Amazon provides freight trucks, insurance, fuel and tolls.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-12
• S63 Uniform Securities Agent State Law Examination
  2023-11-30

Other Names

• Quintrell Loaird Mccreary
• Quintrell Mccreary