Peter
Webster

Principal Securities, Inc

CRD#5480157
Investment Advisor
in Alexandria, VA

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About this Advisor

Peter Webster is a financial advisor who works out of Alexandria, Virginia, with a total of 4 years of industry experience. Webster is an advisor for Principal Securities, Inc. Throughout their career, Webster has worked at Icare Development Inc, Reachlocal, Fahlgren Mortine, Mrm/Mccann, Garrett Ford, Principal Life Insurance Company, Principal Securities Inc and Ford & Associates Wealth Management LLC. Webster maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Texas and Virginia. Principal Securities, Inc is an advisory company that has its headquarters in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 advisors. It administers $9 billion in assets across its 46,075 accounts, placing it among the largest firms in the country by assets under management. The firm serves 34 charitable organizations. Of its 46,075 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. However, fees charged by Principal Securities, Inc likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

Peter Webster Work History

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

2018 - Present (6 years)

Ford & Associates Wealth Management LLC

2017 - Present (7 years)

Principal Life Insurance Company

2017 - Present (7 years)

Principal Securities Inc

2017 - 2017 (< 1 year)

Garrett Ford

2015 - 2016 (1 year)

Mrm/Mccann

2014 - 2015 (1 year)

Fahlgren Mortine

2013 - 2014 (1 year)

Reachlocal

2012 - 2013 (1 year)

Icare Development Inc

*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 Peter Webster 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

Janice Adams
Phoenix, AZ
Guy Ridout
Seattle, WA
Michael Hunt
Melville, NY
Craig Forster
Arlington, TX
James Henry
Wdm, IA
Nicholas Albani
Tampa, FL
David Bellia
Raleigh, NC
Justin Terrell
Bethesda, MD

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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