Principal Securities, Inc
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About this Advisor
Andrew Murdoch is an advisor in Ames, Iowa. Currently a registered investment advisor at Principal Securities, Inc, they have accrued 10 years of experience in the financial advisory industry. Murdoch holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Murdoch is registered to work with clients based out of Iowa. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Life Investors Financial Group, Story County Boys And Girls Club, Princor Financial Services Corp and Principal. Principal Securities, Inc is based out of Ames, Iowa, and has 354 locations in the nation. Overall, Principal Securities, Inc oversees $6 billion in assets throughout 28,235 client accounts and employs more than 1,687 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 12,357 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Principal Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients 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 10 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.
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