Robert Pullin, financial advisor Burnet TX
93 score

Robert Pullin

CRD Number: 1909974
Current Firm: Principal Securities, Inc.

Robert Pullin (CRD# 1909974) is an Investment Advisor Representative working at Principal Securities, Inc. in Burnet, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Des Moines, IA Jan 1989 - Current 27
Principal Life Insurance Company Des Moines, IA Feb 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Robert J. Pullin
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • 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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