Principal Securities, Inc
About this Advisor
Jared Lapham is a financial advisor who works out of Cleveland, Ohio, who has 10 years of financial industry experience. Lapham is an advisor for Principal Securities, Inc. Their career trajectory has included roles at Paychex, Benefit Resource Group, Principal Life Insurance Company, Princor Financial Services Corporation and Principal Securities Inc. Lapham has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Principal Securities, Inc is a registered investment business that has its headquarters in Cleveland, Ohio. The firm has offices in 350 locations and a total of 1,564 employees. It has $8 billion in assets under management between its 34,673 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 29 charitable organizations. Of its 34,673 accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the financial services offered. However, fees billed by Principal Securities, Inc likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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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
Jared Lapham Work History
Jared has 10 years of experience.
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Benefit Resource Group
Jared Lapham has no disclosures.
Please visit their SEC profile for more details.
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