Garrett
Ford

Principal Securities, Inc

CRD#4415739
Investment Advisor
in Alexandria, VA

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About this Advisor

Garrett Ford is a certified financial planner based in Alexandria, Virginia who has 4 years of industry experience. Ford is an employee of Principal Securities, Inc. During their career, the advisor has held roles at Princor, Principal Securities Inc, Principal Life Insurance and Ford & Associates Wealth Management, LLC. Ford maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Virginia. Principal Securities, Inc is a financial advisory firm headquartered in Des Moines, IA. It has offices in 350 locations and a total of 1,430 people on staff. It controls $9 billion in total assets between its 46,075 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 34 charities and foundations. Of its 46,075 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. Principal Securities, Inc provides 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. Fees for financial advisory services are based on which service is offered. However, fee types billed by Principal Securities, Inc most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

100 N Pitt St Ste 400
Alexandria, VA 22314

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

VA Average: 166
Total Number of Accounts

46,075

VA Average: 7,189
Average Account Size

$204,381

VA 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

Garrett Ford Work History

Garrett has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Ford & Associates Wealth Management, LLC

2016 - Present (8 years)

Principal Securities Inc

2004 - Present (20 years)

Principal Life Insurance

2004 - 2016 (12 years)

Princor

*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 Garrett Ford 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
William Daines
Tampa, FL
Alison White
Birmingham, AL
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
Justin Terrell
Bethesda, MD
Craig Forster
Arlington, TX
James Henry
Wdm, IA

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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