Principal Securities, Inc
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About this Advisor
Andrew Murdoch is an investment advisor based in Ames, Iowa. Currently an advisor at Principal Securities, Inc, Murdoch has 11 years of practice as a registered investment advisor. Murdoch holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Murdoch is registered to work with clients in Iowa. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, Life Investors Financial Group, Story County Boys And Girls Club, Principal and Princor Financial Services Corp. Principal Securities, Inc is headquartered in Ames, Iowa, and operates out of 350 other offices in the United States. As a registered investment firm, Principal Securities, Inc oversees $6 billion in assets covering 31,797 accounts and employs more than 1,603 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 15,510 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Principal Securities, Inc can offer 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
Andrew Murdoch Work History
Andrew has 12 years of experience.
Princor Financial Services Corp
Story County Boys And Girls Club
Transamerica Financial Advisors, Inc
Life Investors Financial Group
Andrew Murdoch has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Principal Securities, Inc
Mount Pleasant, SC