Gregery
Odell
Principal Securities, Inc
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About this Advisor
Gregery Odell is a financial advisor based in Addison, Texas, working with Principal Securities, Inc. Gregery has previously held positions at The Prudential Insurance Company Of America, Pruco Securities LLC, Nylife Securities LLC, New York Life Insurance Co, Guardian Life Insurance Company, Park Avenue Securities, Principal Life Insurance Company, and Principal Securities Inc. Gregery has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Gregery 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
Gregery Odell Work History
Principal Life Insurance Company
Principal Securities Inc
Guardian Life Insurance Company
Park Avenue Securities
The Prudential Insurance Company Of America
Pruco Securities LLC
Nylife Securities LLC
New York Life Insurance Co
The Prudential Insurance Company Of America
Pruco Securities LLC
Disclosures
Please visit the SEC profile of Gregery Odell 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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