Lori
Calloway
Principal Advised Services
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About this Advisor
Lori Calloway is a financial advisor based in Frankfort, Indiana, working with Principal Advised Services. Lori has previously held positions at Voya Investment Management, Voya Investments Distributor, LLC, Voya Investment Management Co. LLC, Foreside Fund Services, LLC, Miller Howard Investments Inc, Principal Life Insurance Co, and Principal Securities Inc. Lori has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana and Iowa. Currently, Lori is part of Principal Advised Services, which operates out of Frankfort, Indiana. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lori Calloway Work History
Principal Life Insurance Co
Principal Securities Inc
Foreside Fund Services, LLC
Miller Howard Investments Inc
Foreside Fund Services, LLC
Miller Howard Investments Inc
Voya Investment Management
Voya Investments Distributor, LLC
Voya Investment Management Co. LLC
Disclosures
Please visit the SEC profile of Lori Calloway 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 Advised Services
Des Moines, IA
Urbandale, IA
Lake Oswego, OR
Des Moines, IA
Des Moines, IA
Charlotte, NC
Frankfort, IN
Des Moines, IA
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