Capitol Securities Management
47yrs
Top advisor by experience in Tampa
5yrs
Based in Tampa, Florida, Howard Greene is a fiduciary financial advisor with 5 years of industry experience. Howard joined Principal Securities in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4830 W Kennedy Blvd Suite 550, Tampa, FL 33609
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?2 states
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowPrincipal Securities, Inc.Current firm
Contact Howard
Local office(813) 870-0111Ask for Howard. (888) 774-6267Main office · Des Moines, IA 4830 W Kennedy Blvd Suite 550Tampa, FL 33609Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Howard
Tailored to Howard’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Howard
How do I contact Howard?
Call Howard’s local office at (813) 870-0111 or the Principal Securities main office at (888) 774-6267, and ask for Howard Greene.
How long has Howard been a financial advisor?
Howard has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Howard hold?
Series 66. Tap any license on this page to see what it allows.
Is Howard a fiduciary?
Howard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Howard paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Howard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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