William Blackburn, financial advisor Eau Claire WI
93 score

William Blackburn

CRD Number: 1298555
Current Firm: Principal Securities, Inc.

William Blackburn (CRD# 1298555) is an Investment Advisor Representative working at Principal Securities, Inc. in Eau Claire, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Blackburn & Associates Eau Claire, WI Jun 2002 - Current 14
Principal Life Insurance Company Des Moines, IA Jul 1998 - Current 18
Princor Financial Services Corporation Des Moines, IA Jul 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for William W. Blackburn
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • WI
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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