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.
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
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 |
- GA
- TX
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Total Assets Under Management12,106MILLIONS
-
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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