Clint
Anderson

Principal Global Investors

CRD#4837605
Investment Advisor
in Folsom, CA

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About this Advisor

Clint Anderson is an investment advisor based in Folsom, California. Currently an investment advisor with Principal Global Investors, Anderson has 11 years of work experience in the financial advisory industry. Anderson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Anderson is registered to work with clients based out of California. Throughout their career, Anderson has worked at Principal Funds Distributor, Inc and Princor Financial Services Corp. Principal Global Investors is based out of Folsom, California, and has six additional locations across the United States. As a company, Principal Global Investors manages $296 billion in assets dispersed across 16,121 accounts and employs more than 1,776 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 16,108 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 48% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Principal Global Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

620 Coolidge Dr Ste 300
Folsom, CA 95630

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Principal Global Investors Brokerage Details

Total Assets Under Management

$295,981,292,788

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

1,776

CA Average: 166
Total Number of Accounts

16,121

CA Average: 7,189
Average Account Size

$18,359,983

CA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Clint Anderson Work History

Clint has 12 years of experience.

2008 - Present (12 years)

Principal Funds Distributor, Inc

2008 - Present (12 years)

Princor Financial Services Corp

Disclosures

Clint Anderson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

Brandon Miller
Des Moines, IA
Kenneth Burd
New York, NY
Mark Nelson
Des Moines, IA
Robert Nodar
Glen Allen, VA
Carlos Villarreal
Chicago, IL
Nicholas Coppola
Chicago, IL
Kishor Bhatia
Des Moines, IA
Beau Hillger
Des Moines, IA

This content was compiled from the SEC and FINRA.

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