Alan
Murdoch

Principal Securities, Inc

CRD#1274697
Investment Advisor
in Ames, IA

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About this Advisor

Alan Murdoch is a financial advisor operating out of Ames, Iowa, with 50 years of work experience. Murdoch works at Principal Securities, Inc. Their career trajectory has included roles at Iowa State University, Life Investors Ins. Co, Transamerica Financial Advisors, Inc, Life Investors Financial Group, Murdoch Agency, Principal and Princor Financial Services Corp. Murdoch has a Series 63 license, qualifying them as a securities agent, and can operate in Iowa. Principal Securities, Inc is a registered investment company operating out of Ames, Iowa. The firm has offices in 350 locations and a total of 1,603 people on staff. It handles $6 billion in total assets across its 31,797 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 30 charitable organizations. Of its 31,797 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Principal Securities, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

51 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

2300 S Duff
Ames, IA 50010

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

IA Average: 166
Total Number of Accounts

31,797

IA Average: 7,189
Average Account Size

$192,151

IA Average: $1,287,990

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Investment Advisory Services

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

Alan Murdoch Work History

Alan has 51 years of experience.

2016 - Present (4 years)

Principal

2016 - Present (4 years)

Princor Financial Services Corp

2007 - 2012 (5 years)

Life Investors Financial Group, Murdoch Agency

1998 - 2016 (18 years)

Transamerica Financial Advisors, Inc

1978 - 2012 (34 years)

Life Investors Ins. Co

1969 - 2016 (47 years)

Iowa State University

Disclosures

Alan Murdoch has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Jennifer Cromer
Jacksonville, FL
Paul Kranich
Walnut Creek, CA
John Murray
Wayne, PA
Jeffery White
Roseville, CA
Conrad Beeler
Lansing, MI
Brian Anderson
Mount Pleasant, SC
Daniel Seefeldt
Indianapolis, IN
Joseph Pearcy
Kalamazoo, MI

This content was compiled from the SEC and FINRA.

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