Terry
Headley

About this Advisor

Terry Headley is an advisor located in La Vista, Nebraska. Currently an investment advisor with Principal Securities, Inc, they have gathered an impressive 47 years of professional experience as a financial advisor. Headley maintains a Series 63 license, certifying the advisor as a securities agent. Headley is registered to work with clients in Nebraska. During their career, the advisor has held roles at Princor Financial Services Corporation, Principal Life Insurance Comp and Headley Financial Group. Principal Securities, Inc is based out of La Vista, Nebraska, and has 350 additional locations across the country. Overall, Principal Securities, Inc oversees $8 billion in assets throughout 34,673 client accounts and retains more than 1,564 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 19,334 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Principal Securities, Inc provides 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.