Angus
Mcrae

Principal Securities, Inc

CRD#2876085
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Angus Mcrae is a financial advisor based in Atlanta, Georgia, working with Principal Securities, Inc. Angus has previously held positions at Quotejuice Inc, Angus Mcrae & Associates, Inc, Princor Financial Services Corporation, Principal Securities, Inc, Principal Life Insurance Company, and Angus Mcrae Insurance Brokerage Services Inc. Angus has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Angus is part of Principal Securities, Inc, which operates out of Atlanta, Georgia. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3625 Cumberland Blvd Se Ste 1000
Atlanta, GA 30339

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

GA Average: 166
Total Number of Accounts

54,844

GA Average: 7,189
Average Account Size

$220,730

GA Average: $1,287,990

Investment Advisory Services

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

Angus Mcrae Work History

2016 - Present (8 years)

Principal Securities, Inc

2016 - Present (8 years)

Principal Life Insurance Company

2016 - Present (8 years)

Angus Mcrae Insurance Brokerage Services Inc

2016 - 2018 (2 years)

Quotejuice Inc

1997 - 2016 (19 years)

Princor Financial Services Corporation

1992 - 2016 (24 years)

Angus Mcrae & Associates,Inc

Disclosures

Please visit the SEC profile of Angus Mcrae 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

Jill Leland
Corpus Christi, TX
Mandi Dillon
Des Moines, IA
Martha Nielsen
Latham, NY
Roger Goren
Melville, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Reid Johnson
Cedar Falls, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started