Angus McRae, financial advisor Atlanta GA

Angus McRae

CRD Number: 2876085
Current Firm: Principal Securities, Inc.

Angus McRae (CRD# 2876085) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlanta, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Angus Mcrae Insurance Brokerage Services Inc. Norcross, GA Mar 2016 - Current 8
Principal Securities, Inc. Atlanta, GA Feb 2016 - Current 8
Principal Life Insurance Company Atlanta, GA Feb 2016 - Current 8
Quotejuice Inc. Norcross, GA Mar 2016 - Jul 2018 2
Princor Financial Services Corporation Des Moines, IA Mar 1997 - Feb 2016 18
Angus Mcrae & Associates,inc Avondale Estates, GA Jun 1992 - Feb 2016 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Angus A. McRae
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    12,106
    MILLIONS
  • Total Number of Accounts
    54,844
    ACCOUNTS
  • Average Account Value
    $220,730
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
  • Pension consulting services
  • 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, WY

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