Alexa
Mcmahon
Principal Asset Management
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About this Advisor
Alexa Mcmahon is a financial advisor based in Charlotte, North Carolina, working with Principal Asset Management. Alexa has previously held positions at Principal Asset Management, Pricewaterhousecoopers, YMCA, University Of San Diego, Jamba Juice, Lincoln Military Housing, El Camino High School, and Principal Funds Distributor, Inc. Alexa has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Alexa is part of Principal Asset Management, which operates out of Charlotte, North Carolina. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$377,222,976,882
1,955
6,824
$55,278,865
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Alexa Mcmahon Work History
Principal Funds Distributor, Inc
Principal Asset Management
Pricewaterhousecoopers
Ymca
University Of San Diego
University Of San Diego
Jamba Juice
Lincoln Military Housing
El Camino High School
Disclosures
Please visit the SEC profile of Alexa Mcmahon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Asset Management
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