Principal Securities, Inc
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Principal Securities, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Headley Financial Group
Principal Life Insurance Comp
Princor Financial Services Corporation
Terry Headley has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Principal Securities, Inc
West Des Moines, IA
Stevens Point, WI
San Diego, CA
Cedar Rapids, IA