David
Sims
Principal Securities, Inc
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About this Advisor
David Sims is a financial advisor based in Addison, Texas, working with Principal Securities, Inc. David has previously held positions at Principal Life Ins Co, Princor Financial Services Corp, Ten Talents Wealth Management, Lpl Financial LLC, Householder Group Estate & Retirement Specialists, Principal Life Insurance Company, and Principal Securities Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, David is part of Principal Securities, Inc, which operates out of Addison, Texas. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Sims Work History
Principal Life Insurance Company
Principal Securities Inc
Ten Talents Wealth Management
Lpl Financial LLC
Householder Group Estate & Retirement Specialists
Ten Talents Wealth Management
Principal Life Ins Co
Princor Financial Services Corp
Disclosures
Please visit the SEC profile of David Sims 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
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San Diego, CA
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