Charles
Crews

Principal Securities, Inc

CRD#4887723
Investment Advisor
in Raleigh, NC
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About this Advisor

Charles Crews is a certified financial planner working in Raleigh, North Carolina, who has been in the advisory business for 14 years. Crews currently works for Principal Securities, Inc. Throughout their career, Crews has worked at American Express Financial Advisors, Principal Life Insurance Company and Princor Financial Services Corporation. Crews has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Principal Securities, Inc is a financial advisory firm operating out of Raleigh, North Carolina. The investment advisory business has offices in 354 locations and a total of 1,687 people on staff. It oversees $6 billion in assets across its 28,235 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 30 charities and foundations. Of its 28,235 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees usually depend on the financial services provided. Fee types billed by Principal Securities, Inc likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

No

Office Location

4141 Parklake Ave Ste 510
Raleigh, NC 27612

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

NC Average: 166
Total Number of Accounts

31,797

NC Average: 7,189
Average Account Size

$192,151

NC 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

Charles Crews Work History

Charles has 14 years of experience.

2014 - Present (5 years)

Principal Life Insurance Company

2014 - Present (5 years)

Princor Financial Services Corporation

2004 - 2014 (10 years)

American Express Financial Advisors

Disclosures

Charles Crews has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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