Peter
Kendrick
Principal Securities, Inc
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About this Advisor
Peter Kendrick is a financial advisor who works out of Lake Oswego, Oregon with 1 year of relevant experience. Kendrick is on the advisory team at Principal Securities, Inc. Their career trajectory has included roles at Wells Fargo Clearing Services, The Church Of Jesus Christ Of Latter-Day Saints, Al'S Sporting Goods, Survey Sampling International, Snowbasin Resort Company, Sunrise Cyclery, Solitude Mountain Resort, Wells Fargo Advisors, Unemployed - Searching For Employment, Lowe'S, Massmutual, Principal Life Insurance and Principal Securities. Kendrick has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Oregon and Texas. Principal Securities, Inc is a registered investment company that has its headquarters 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 assets between its 46,075 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 34 charities and foundations. Of its 46,075 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees vary depending on the type of services offered. Fee types charged by Principal Securities, Inc likely are comprised of any blend of 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 Kendrick Work History
Peter has been registered as a financial advisor for 1 years.*
Principal Life Insurance
Principal Securities
Lowe'S
Massmutual
Wells Fargo Clearing Services
Solitude Mountain Resort
Wells Fargo Advisors
Wells Fargo Advisors
Sunrise Cyclery
Al'S Sporting Goods
Survey Sampling International
Snowbasin Resort Company
Unemployed - Searching For Employment
The Church Of Jesus Christ Of Latter-Day Saints
*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 Kendrick 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
Des Moines, IA
Seattle, WA
Tampa, FL
Williamston, MI
Bethesda, MD
Lansing, MI
Puyallup, WA
Birmingham, AL
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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