Mark
Berdan
Principal Securities, Inc
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About this Advisor
Mark Berdan is a chartered financial consultant based out of San Diego, California with a total of 12 years of relevant experience. Berdan works at Principal Securities, Inc. Throughout their career, they have worked at Princor Financial Services Corporation, Principal Securities Inc, Berdan Benefits, Mark Berdan Insurance Services, Inc, Berdan Benefits, Insurance & Financial Services and Principal Life Insurance Company. Berdan has a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in California and Texas. Principal Securities, Inc is a registered investment firm based in Des Moines, IA. It has offices in 350 locations and a total of 1,430 financial advisors. It handles $9 billion in assets under management across its 46,075 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 34 charitable organizations. Of its 46,075 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Principal Securities, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types charged by Principal Securities, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$9,416,854,861
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,430
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
46,075
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$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Berdan Work History
Mark has been registered as a financial advisor for 12 years.*
Mark Berdan Insurance Services, Inc
Berdan Benefits
Principal Securities Inc
Principal Life Insurance Company
Berdan Benefits, Insurance & Financial Services
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Berdan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Tampa, FL
Raleigh, NC
Birmingham, AL
Williamston, MI
Des Moines, IA
Des Moines, IA
Puyallup, WA
Lansing, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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