Adam Woxland (CRD# 7280145) is an Investment Advisor Representative working at Principal Securities, Inc. in Belle Fourche, SD and has over 2 years of experience in the finance industry.
CRD# 2985300
Sharebuilder 401k
CRD# 6540843
Edward Jones
CRD# 3189918
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Life Insurance Company | Belle Fourche, SD | Mar 2022 - Current | 2 |
Principal Securities Inc. | Belle Fourche, SD | Mar 2022 - Current | 2 |
Kevin Fuhrer Construction LLC | Belle Fourche, SD | Jul 2021 - Mar 2022 | < 1 |
Waddell & Reed, Inc. | Belle Fourche, SD | Dec 2020 - Mar 2022 | 1 |
Cindy Giacometto | Belle Fourche, SD | Sep 2020 - Dec 2020 | < 1 |
Marine Credit Union | Rushford, MN | May 2019 - Jun 2020 | 1 |
Unemployed | Rushford, MN | Dec 2018 - May 2019 | < 1 |
Woxland Construction | Gregory, SD | May 2017 - Dec 2018 | 1 |
South Dakota Highway Patrol | Gregory, SD | Nov 2012 - May 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- SD
- 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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