People's Securities, Inc. is a related adviser based in Bridgeport. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.
People's Securities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay People's Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Michael Eugene Harkins is individuals with 2,661 clients and $0 of assets under management. Among the 5 most similar advisory firms, People's Securities has the highest percentage of individuals out of all clients.
None of the firm’s clients are foreign persons or businesses.
People's Securities doesn't advise any private funds.
The company employs 550 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. 91 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Eugene Harkins has been acting as President since 1 Jul 2004. Kirk William Walters joined the executive team most recently as the Sevp Corporate Dev & Strategic Planning.
The principal office where People's Securities, Inc. performs its advisory services is located at 850 Main Street, Bridgeport, CT 06604 The mailing address of the firm is 850 Main Street, Bridgeport, CT 06604. An additional office of the firm is in Wethersfield, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-800-392-3009 or by fax 1-844-820-8021. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at olsonmobeck.com/.