Raynard
Burrell
Principal Securities, Inc
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About this Advisor
Raynard Burrell is a financial advisor working in Atlanta, Georgia with 3 years of relevant experience. Burrell is an advisor for Principal Securities, Inc. Their career trajectory has included roles at Country Financial, 5 Star Financial, Dream Makers Realty Group, Merrill Lynch, Pierce, Fenner & Smith Inc, Lincoln Heritage, Bank Of America, N.A, Massmutual, Mml Investors Services, LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Principal Life Insurance Company, Principal Securities Inc, Burrell Investment Group and Burrell Financial Group. Burrell holds Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to serve investors in Georgia. Principal Securities, Inc is a registered investment business operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 advisors. It has $9 billion in total assets between its 46,075 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 34 charitable organizations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. Principal Securities, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely are based on which services the firm provides the client. However, fees 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
$9,416,854,861
1,430
46,075
$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
Raynard Burrell Work History
Raynard has been registered as a financial advisor for 3 years.*
Burrell Financial Group
Principal Life Insurance Company
Principal Securities Inc
Burrell Investment Group
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Massmutual
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lincoln Heritage
Country Financial
5 Star Financial
Dream Makers Realty Group
*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 Raynard Burrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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