Terry
Headley

Principal Securities, Inc

CRD#240953
Investment Advisor
in La Vista, NE

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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.

Certifications and Registrations

Series 63

Years of Experience

47 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

12110 Port Grace Blvd Ste 101
La Vista, NE 68128

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$7,610,249,885

NE Average: $9,259,360,772
Total Number of Employees

1,564

NE Average: 166
Total Number of Accounts

34,673

NE Average: 7,189
Average Account Size

$219,486

NE 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

Terry Headley Work History

Terry has 47 years of experience.

2009 - Present (12 years)

Headley Financial Group

1998 - Present (23 years)

Principal Life Insurance Comp

1973 - Present (48 years)

Princor Financial Services Corporation

Disclosures

Terry Headley has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Matthew Banzhaf
West Des Moines, IA
Lukas Mcelhenie
Stevens Point, WI
Stephan Sandoval
San Diego, CA
Joseph Newgren
Hopkins, MN
Tyler Auman
Cedar Rapids, IA
Jared Lapham
Cleveland, OH
Gregory Laudadio
Wayne, PA
Gary Gross
Raleigh, NC

This content was compiled from the SEC and FINRA.

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