Gerald
Elliot
Principal Advised Services
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About this Advisor
Gerald Elliot is a financial advisor based out of Valley City, Ohio with 1 year of industry experience. Elliot is an employee of Principal Advised Services. Throughout their career, they have worked at Wells Fargo Advisors LLC, Principal Life Insurance Company, Princor Financial Services, Principal Securities Inc and Principal Advised Services. Elliot maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Principal Advised Services is a financial advisory firm based in Des Moines, IA. It has offices in 12 locations and a total of 115 advisors. It oversees $353 million in total assets among its 8,370 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The advisory firm offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Principal Advised Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$352,564,235
115
8,370
$42,122
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gerald Elliot Work History
Gerald has been registered as a financial advisor for 1 years.*
Principal Advised Services
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerald Elliot 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 Advised Services
New York, NY
Lake Oswego, OR
Valley City, OH
Milwaukee, WI
Charlotte, NC
Crown Point, IN
Des Moines, IA
Addison, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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