Peter
Johnson
Principal Securities, Inc
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About this Advisor
Peter Johnson is a financial advisor based out of Lake Oswego, Oregon with a total of 2 years of industry experience. Johnson works at Principal Securities, Inc. Throughout their career, Johnson has worked at Mediation Results LLC, Molina Insurance Group, Multnomah County Family Court Services, Waddell & Reed, Gregory Baker, Various Insurance Carrier For W&R Insurance Agencies, Residential Property Management (Description Of Activity), Miracle Theater Group, Oregon Mediation Association, Principal Life Insurance Company and Principal Securities Inc. Johnson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Oregon and Texas. Principal Securities, Inc is a financial advisory business operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 advisors. It administers $9 billion in assets under management between its 46,075 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 34 charitable organizations. Of its 46,075 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers 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. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Principal Securities, Inc likely 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
Peter Johnson Work History
Peter has been registered as a financial advisor for 2 years.*
Principal Life Insurance Company
Principal Securities Inc
Waddell & Reed
Gregory Baker
Various Insurance Carrier For W&R Insurance Agencies
Miracle Theater Group
Molina Insurance Group
Residential Property Management (Description Of Activity)
Multnomah County Family Court Services
Mediation Results LLC
Oregon Mediation Association
*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 Peter Johnson 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
Denver, CO
Wayne, PA
Des Moines, IA
Williamston, MI
Bethesda, MD
Sanford, FL
Arlington, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
