Timothy
Blackham

Principal Securities, Inc

CRD#4171111
Investment Advisor
in Draper, UT

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About this Advisor

Timothy Blackham is a financial advisor working out of Draper, Utah, with a total of 15 years of experience as a financial advisor. Blackham is an employee of Principal Securities, Inc. Over the course of their career, Blackham has held roles at Beneficial Financial Group, Beneficial Investment Services, Inc, Insphere Insurance Solutions, Insphere Securities, Inc, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Clear Insurance Benefits, Trb Consulting LLC, Gamma West Insurance Services and Principal Securties Inc. Blackham has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Principal Securities, Inc is a company based in Draper, Utah. It has offices in 354 locations and a total of 1,687 financial advisors. It has $6 billion in assets under management among its 28,235 accounts, making it one of the largest firms in the country by assets under management. The firm advises 30 charitable organizations. Of its 28,235 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Principal Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees depend on which services the firm provides the client. Fee types billed by Principal Securities, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

Draper, UT

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

UT Average: 166
Total Number of Accounts

31,797

UT Average: 7,189
Average Account Size

$192,151

UT Average: $1,287,990

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Investment Advisory Services

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

Timothy Blackham Work History

Timothy has 15 years of experience.

2017 - Present (2 years)

Clear Insurance Benefits

2017 - Present (2 years)

Principal Securties Inc

2016 - 2017 (1 year)

Trb Consulting LLC

2014 - 2017 (3 years)

Gamma West Insurance Services

2010 - 2010 (< 1 year)

Insphere Securities, Inc

2010 - 2015 (5 years)

Hornor Townsend & Kent Inc

2010 - 2017 (7 years)

Penn Mutual Life Ins Co

2009 - 2010 (1 year)

Insphere Insurance Solutions

2007 - 2010 (3 years)

Beneficial Investment Services, Inc

2003 - 2010 (7 years)

Beneficial Financial Group

Disclosures

Timothy Blackham has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Christopher Dancy
Roseville, CA
Ryan Swalwell
West Des Moines, IA
Seth Morsey
Roseville, CA
Matthew Banzhaf
West Des Moines, IA
Brian Klemczak
Lansing, MI
Ryan Heidrich
Walnut Creek, CA
Joshua Lieder
Onalaska, WI
Signe Nelson-Combs
Davenport, IA

This content was compiled from the SEC and FINRA.

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