Bobby
Christian

Principal Securities, Inc

CRD#2519585
Investment Advisor
in Brentwood, TN

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About this Advisor

Bobby Christian is a financial advisor working in Brentwood, Tennessee with a total of 6 years of relevant experience. Christian is currently employed by Principal Securities, Inc. Over the course of their career, Christian has held roles at Principal Life Ins Co, Princor Financial Services Corp, Principal Securities, Pruco Securities LLC, The Prudential Insurance Company Of America and Principal Life Insurance. Christian holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee. Principal Securities, Inc is a business operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 people on staff. It handles $9 billion in assets across its 46,075 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 34 charitable organizations. Of its 46,075 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The company 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. Financial advisory fees usually vary depending on the type of services offered. However, fee types billed by Principal Securities, Inc most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Brentwood, TN

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

TN Average: $9,259,360,772
Total Number of Employees

1,430

TN Average: 166
Total Number of Accounts

46,075

TN Average: 7,189
Average Account Size

$204,381

TN Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bobby Christian Work History

Bobby has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Principal Securities

2017 - 2017 (< 1 year)

Pruco Securities LLC

2017 - 2017 (< 1 year)

The Prudential Insurance Company Of America

2017 - 2017 (< 1 year)

Principal Life Insurance

2011 - 2016 (5 years)

Principal Life Ins Co

2011 - 2017 (6 years)

Princor Financial Services Corp

*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 Bobby Christian 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

Jairus Halladay
Milwaukee, WI
Jamey Pesek
Fargo, ND
Alison White
Birmingham, AL
Benjamin Eichler
Williamston, MI
James Henry
Wdm, IA
Paige Lewis
Seattle, WA
Craig Forster
Arlington, TX
Justin Terrell
Bethesda, MD

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.

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