Principal Securities, Inc
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About this Advisor
Alan Murdoch is an investment advisor based in Ames, Iowa. Currently a registered advisor at Principal Securities, Inc, Murdoch has a notable 49 years of professional experience as a registered advisor. Murdoch has a Series 63 license, certifying the advisor as a securities broker. Murdoch can act as a financial advisor based out of Iowa. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, Iowa State University, Life Investors Ins. Co, Life Investors Financial Group, Murdoch Agency, Princor Financial Services Corp and Principal. Principal Securities, Inc is headquartered in Ames, Iowa, and has 354 other offices across the United States. In aggregate, Principal Securities, Inc manages $6 billion in assets across 28,235 accounts and retains more than 1,687 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 12,357 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Principal Securities, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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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 49 years of experience.
Princor Financial Services Corp
Life Investors Financial Group, Murdoch Agency
Transamerica Financial Advisors, Inc
Life Investors Ins. Co
Iowa State University
Alan Murdoch has disclosures.
Please visit their SEC profile for more details.