Andrew Murdoch, financial advisor Ames IA
93 score

Andrew Murdoch

CRD Number: 5575143
Current Firm: Principal Securities, Inc.

Andrew Murdoch (CRD# 5575143) is an Investment Advisor Representative working at Principal Securities, Inc. in Ames, IA and has over 7 years of experience in the finance industry.

Similar Advisors
Dennis Markway, financial advisor Ames IA
Dennis L. Markway
CRD# 4373615
Iron Horse Wealth Management, LLC
Score
103
Similar Advisors
Regis Rasmussen, financial advisor Ames IA
Regis J. Rasmussen
CRD# 5587479
Questar Asset Management, Inc.
Score
100
Similar Advisors
Wayne Christ, financial advisor Ames IA
Wayne A. Christ
CRD# 1022236
Investment Advisors
Score
96
Company Name Location Dates Years
Princor Financial Services Corp Ames, IA Apr 2016 - Current < 1
Principal Ames, IA Apr 2016 - Current < 1
Story County Boys And Girls Club Ames, IA Aug 2015 - Apr 2016 < 1
Transamerica Financial Advisors, Inc. Ames, IA Jul 2008 - Apr 2016 7
Life Investors Financial Group Ames, IA Jul 2008 - Jan 2012 3
Shanghai Community International Schools Washington, DC Aug 2005 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Andrew J. Murdoch
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.