Principal Securities, Inc

Investment Advisor
in Farmville, VA

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About this Advisor

Joanna Beachly is a financial advisor operating in Farmville, Virginia who has 6 years of relevant experience. Beachly currently works for Principal Securities, Inc. Throughout their career, they have worked at Bankers Life & Casualty, Proequities, Inc, Bankers Life Securities, Inc, Principal Life Insurance Company, Principal Securities Inc and Ironworks Financial. Beachly holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Principal Securities, Inc is an advisory business based out of Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 employees. It administers $9 billion in total assets between its 46,075 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 34 charitable organizations. Of its 46,075 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. Principal Securities, Inc performs 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 charged by financial advisors depend on which service is offered. Fees billed by Principal Securities, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

311 N Main St
Farmville, VA 23901

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Principal Securities, Inc Brokerage Details

Total Assets Under Management


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


VA Average: 166
Total Number of Accounts


VA Average: 7,189
Average Account Size


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

Joanna Beachly Work History

Joanna has been registered as a financial advisor for 6 years.*

2018 - Present (5 years)

Ironworks Financial

2017 - Present (6 years)

Principal Life Insurance Company

2017 - Present (6 years)

Principal Securities Inc

2016 - 2017 (1 year)

Bankers Life Securities, Inc

2013 - 2016 (3 years)

Proequities, Inc

2012 - 2017 (5 years)

Bankers Life & Casualty

*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.


Please visit the SEC profile of Joanna Beachly 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

William Daines
Tampa, FL
Josie Reekers
Sioux Falls, SD
Alison White
Birmingham, AL
Benjamin Eichler
Williamston, MI
Michael Adelman
Des Moines, IA
Paige Lewis
Seattle, WA
John Pettit
Puyallup, WA
Conrad Beeler
Lansing, MI

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

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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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