Advisor at Principal Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Principal Financial Services
Location
Tifton, GA
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Capstone Financial Group, LLC
2026 - Present (1 year)
LiveNow Financial
2024 - 2025 (1 year)
Sypress Financial
2024 - 2026 (2 years)
Focused Financial Group
2021 - Present (5 years)
PRINCIPAL LIFE INSURANCE CO
2021 - Present (5 years)
Principal Securities INC
2021 - Present (5 years)
Self Employed
2020 - 2021 (1 year)
KingsMark Private Financial Advisors
2020 - 2020 (1 year)
Voya Financial Advisors, Inc.
2018 - 2020 (2 years)
Woodmen Financial Services, Inc.
2017 - 2018 (1 year)
Woodmen of the World Life Insurance Society
2017 - 2018 (1 year)
Independent Retirement Professionals
2016 - 2017 (1 year)
Jackson State Community College
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tifton, GA
Edward Jones
Series 63, Series 65
Tifton, GA
Harper Financial Group
Series 63, Series 65
Tifton, GA
&PARTNERS
Series 66
Ocilla, GA
Principal Financial Services
Series 63, Series 65
Tifton, GA
Edward Jones
PFS™, Series 63, Series 65
Ocilla, GA
Cambridge Investment Research Advisors
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