William
Krag
Principal Securities, Inc
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About this Advisor
William Krag is a financial advisor based out of Collierville, Tennessee with 6 years of relevant experience. Krag is currently employed by Principal Securities, Inc. Their career trajectory has included roles at First Tennessee Brokerage, Ftb Advisors, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Principal Life Insurance Company and Principal Securities Inc. Krag holds a Series 63 license, qualifying them as a securities broker, and is registered to work in Tennessee. Principal Securities, Inc is an advisory company that has its headquarters in Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 financial advisors. It administers $9 billion in assets under management between its 46,075 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 34 charitable organizations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. Principal Securities, Inc has 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 typically vary depending on which service is provided. Fees billed by Principal Securities, Inc most likely are comprised of some combination 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
William Krag Work History
William has been registered as a financial advisor for 6 years.*
Principal Securities Inc
Principal Life Insurance Company
Suntrust Advisory Services
Suntrust Investment Services, Inc
Ftb Advisors, Inc
First Tennessee Brokerage
*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 William Krag 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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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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