Alan
Murdoch
Principal Securities, Inc
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About this Advisor
Alan Murdoch is a financial advisor operating in Ames, Iowa, who has been in the financial industry for 53 years. Murdoch works at Principal Securities, Inc. During their career, the advisor has held roles at Iowa State University, Transamerica Financial Advisors, Inc, Principal and Principal Securities Inc. Murdoch holds a Series 63 license, qualifying them as a securities representative, and is able to operate in Iowa and Texas. Principal Securities, Inc is a registered investment business that has its headquarters in Ames, Iowa. The investment advisory business has offices in 350 locations and a total of 1,455 people on staff. It manages $11 billion in assets between its 44,544 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 44,544 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. Principal Securities, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees usually are based on the type of services offered. However, fee types charged by Principal Securities, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Principal Securities, Inc Brokerage Details
$11,438,676,101
1,455
44,544
$256,795
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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 53 years of experience.
Principal
Principal Securities Inc
Transamerica Financial Advisors, Inc
Iowa State University
Disclosures
Alan Murdoch has disclosures.
Please visit their SEC profile for more details.
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