Timothy
Mcqueen
Principal Asset Management
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About this Advisor
Timothy Mcqueen is a financial advisor based in Tualatin, Oregon, working with Principal Asset Management. Timothy has previously held a position at Principal Funds Distributor. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Timothy is part of Principal Asset Management, which operates out of Tualatin, Oregon. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$377,222,976,882
1,955
6,824
$55,278,865
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Timothy Mcqueen Work History
Principal Funds Distributor
Disclosures
Please visit the SEC profile of Timothy Mcqueen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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