John Beh, financial advisor Des Moines IA
83 score

John Beh

CRD Number: 1787942
Current Firm: Principal Securities, Inc.

John Beh (CRD# 1787942) is an Investment Advisor Representative working at Principal Securities, Inc. in Des Moines, IA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Beh Company LLC Des Moines, IA Jul 2014 - Current 2
Principal Life Insurance Company Des Moines, IA Jul 1998 - Current 18
Princor Financial Services Corporation Des Moines, IA Mar 1994 - Current 22
Financial Management Solutions LLC Des Moines, IA May 2001 - May 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John S. Beh
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
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
83

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