Parker
Smith
Principal Securities, Inc
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About this Advisor
Parker Smith is a financial advisor working in Atlanta, Georgia with 1 year of industry experience. Smith is an employee of Principal Securities, Inc. Over the course of their career, Smith has held roles at Principal Life Insurance Company, Principal Securities Inc, Ksa Insurance Agency, Vector Marketing, I Have 12-16 and Focused Financial Group. Smith holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Principal Securities, Inc is an advisory company that has its headquarters in Des Moines, IA. It has offices in 350 locations and a total of 1,430 people on staff. It oversees $9 billion in total assets across its 46,075 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 34 charitable organizations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. The business provides 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. A financial advisor's fees depend on the type of services offered. However, fees billed by Principal Securities, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Parker Smith Work History
Parker has been registered as a financial advisor for 1 years.*
Focused Financial Group
Principal Life Insurance Company
Principal Securities Inc
Ksa Insurance Agency
Vector Marketing
I Have 12-16
*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 Parker Smith 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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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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