Alicia Elmore, financial advisor Bellevue NE
93 score

Alicia Elmore

CRD Number: 5538115
Current Firm: Principal Securities, Inc.

Alicia Elmore (CRD# 5538115) is an Investment Advisor Representative working at Principal Securities, Inc. in Bellevue, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Plat1num One Investment & Insurance Group Bellevue, NE Jun 2015 - Current 1
Richards Financial Services Omaha, NE Jan 2011 - Current 5
Principal Life Insurance Co Omaha, NE May 2008 - Current 8
Princor Financial Services Corp Bellevue, NE May 2008 - Current 8
Richards & Hensel Financial Solutions Omaha, NE Jan 2012 - Aug 2012 < 1
Heck And Richards Financial Services Omaha, NE Jan 2010 - Jan 2011 1
Bellevue Public Schools Bellevue, NE Aug 1998 - May 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Alicia Elmore
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • NE
  • TX
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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