Andrew
Murdoch

Principal Securities, Inc

CRD#5575143
Investment Advisor
in Ames, IA

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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

Series 66

Years of Experience

12 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

No

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

Andrew Murdoch Work History

Andrew has 12 years of experience.

2016 - Present (4 years)

Principal

2016 - Present (4 years)

Princor Financial Services Corp

2015 - 2016 (1 year)

Story County Boys And Girls Club

2008 - 2016 (8 years)

Transamerica Financial Advisors, Inc

2008 - 2012 (4 years)

Life Investors Financial Group

Disclosures

Andrew Murdoch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Daniel Seefeldt
Indianapolis, IN
John Murray
Wayne, PA
Joseph Pearcy
Kalamazoo, MI
Jennifer Cromer
Jacksonville, FL
Jeffery White
Roseville, CA
Christina Loranger
Waltham, MA
Diana Hutson
Ames, IA
Brian Anderson
Mount Pleasant, SC

This content was compiled from the SEC and FINRA.

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