Betsy Britton, financial advisor Boyne City MI
93 score

Betsy Britton

CRD Number: 5454842
Current Firm: Principal Securities, Inc.

Betsy Britton (CRD# 5454842) is an Investment Advisor Representative working at Principal Securities, Inc. in Boyne City, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Korthase Flinn Boyne City, MI Oct 2010 - Current 6
Princor Financial Services Corporation Boyne City, MI Nov 2007 - Current 9
Principal Life Insurance Company Boyne City, MI Sep 2010 - Dec 2013 3
Korthase Flinn Boyne City, MI May 2007 - Oct 2010 3
Principal Life Insurance Co Grand Rapids, MI May 2006 - May 2007 1
Grand Valley State University Grand Rapids, MI Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Feb 2008
Contact Info for Betsy M. Britton
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
  • 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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