Principal Securities, Inc
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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
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 51 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.
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