Adam
Fulks
Principal Securities, Inc
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About this Advisor
Adam Fulks is a financial advisor based in Indianapolis, Indiana with 2 years of relevant experience. Fulks is an advisor for Principal Securities, Inc. Throughout their career, Fulks has worked at Principal Life Insurance Company, Principal Securities Inc, Iu Health, Beacon Health Systems, Franciscan Alliance, Hays Companies, Lowes Home Improvement, Ball State University, The Centennial Group, Aligned Dental Advisors and Aligned Wealth Management. Fulks holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana and Texas. Principal Securities, Inc is a financial advisory business that has its headquarters in Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It oversees $9 billion in assets under management among its 46,075 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 34 charities and foundations. Of its 46,075 client accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Principal Securities, Inc can be comprised of some blend of 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
Adam Fulks Work History
Adam has been registered as a financial advisor for 2 years.*
Aligned Wealth Management
The Centennial Group
Aligned Dental Advisors
Principal Life Insurance Company
Principal Securities Inc
Iu Health
Beacon Health Systems
Franciscan Alliance
Franciscan Alliance
Hays Companies
Lowes Home Improvement
Ball State University
*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 Adam Fulks 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
Milwaukee, WI
Arlington, TX
Lansing, MI
Seattle, WA
Puyallup, WA
Birmingham, AL
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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