Robert
Markle
Principal Securities, Inc
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About this Advisor
Robert Markle is a financial advisor based out of Edmond, Oklahoma who has 7 years of relevant experience. Markle currently works for Principal Securities, Inc. Throughout their career, they have worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Massmutual Life Insurance Co, Principal Securities Inc, Princor Financial Services Corporation, Mml Investors Services LLC and Principal Life Insurance Company. Markle has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oklahoma and Texas. Principal Securities, Inc is a financial advisory firm headquartered in Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 people on staff. It oversees $9 billion in total assets between its 46,075 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 34 charitable organizations. Of its 46,075 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. Principal Securities, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types billed by Principal Securities, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Markle Work History
Robert has been registered as a financial advisor for 7 years.*
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Massmutual Life Insurance Co
Mml Investors Services LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Robert Markle 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 Securities, Inc
Seattle, WA
Phoenix, AZ
Tampa, FL
Des Moines, IA
Fargo, ND
Raleigh, NC
Milwaukee, WI
Lansing, MI
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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