Reid Johnson (CRD# 7224815) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 2 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Advised Services | Cedar Falls, IA | Apr 2024 - Current | < 1 |
Principal Securities Inc. | Cedar Falls, IA | Feb 2021 - Current | 3 |
Principal Life Insurance Company | Cedar Falls, IA | Aug 2020 - Current | 3 |
Plumb Supply Company | Fort Dodge, IA | Jun 2014 - Jul 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2021 |
S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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