Bradley
Pull

Principal Securities, Inc

CRD#2697946
Investment Advisor
in Des Moines, IA
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About this Advisor

Bradley Pull is an investment advisor who lives in Des Moines, Iowa. Currently an investment advisor with Principal Securities, Inc, Pull has an impressive 21 years of professional experience in the financial advisory industry. Pull holds a Series 63 license, which designates them as a securities agent. Pull can serve customers in Iowa. Over the course of their career, they have held roles at Principal Life Insurance Co and Princor Financial Services Corporation. Principal Securities, Inc is headquartered in Des Moines, Iowa, and operates out of 354 brick-and-mortar locations across the United States. In total, Principal Securities, Inc oversees $6 billion in assets throughout 28,235 client accounts and retains more than 1,687 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. 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 advisor firm's clients 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

Series 63, Chartered Financial Consultant

Years of Experience

21 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

Yes

Office Location

711 High St
Des Moines, IA 50392

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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

Bradley Pull Work History

Bradley has 21 years of experience.

1997 - Present (22 years)

Principal Life Insurance Co

1997 - Present (22 years)

Princor Financial Services Corporation

Disclosures

Bradley Pull has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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