Clark
Anderson

Principal Securities, Inc

CRD#1354226
Investment Advisor
in San Diego, CA
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About this Advisor

Clark Anderson is a certified financial planner operating out of San Diego, California, who has been in the advisory business for 33 years. Anderson is an advisor for Principal Securities, Inc. Over the course of their career, they have held roles at Principal Life Insurance Company and Princor Financial Services Corporation. Anderson has a Series 63 license, qualifying them as a securities representative, and is able to advise clients in California. Principal Securities, Inc is a firm that has its headquarters in San Diego, California. The firm has offices in 354 locations and a total of 1,687 people on staff. It handles $6 billion in total assets between its 28,235 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 30 charitable organizations. Of its 28,235 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Principal Securities, Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

9330 Scranton Rd Ste 250
San Diego, CA 92121

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

CA Average: $9,259,360,772
Total Number of Employees

1,603

CA Average: 166
Total Number of Accounts

31,797

CA Average: 7,189
Average Account Size

$192,151

CA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Clark Anderson Work History

Clark has 33 years of experience.

1998 - Present (21 years)

Principal Life Insurance Company

1985 - Present (34 years)

Princor Financial Services Corporation

Disclosures

Clark Anderson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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