Matthew Pinkerton (CRD# 6862593) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, NE and has over 6 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Elkhorn, NE | Jun 2023 - Current | < 1 |
| Principal Securities Inc. | Elkhorn, NE | Jun 2023 - Current | < 1 |
| Pruco Securities, LLC | Omaha, NE | Jan 2020 - Jun 2023 | 3 |
| Prudential Insurance Company Of America | Omaha, NE | Jan 2020 - Jun 2023 | 3 |
| Edward Jones | St Louis, MO | Oct 2017 - Dec 2019 | 2 |
| C&w Trucking | Bettendorf, IA | Aug 2017 - Aug 2017 | < 1 |
| Wlx, LLC | North Kansas City, MO | May 2017 - Jul 2017 | < 1 |
| Ps Logistics | Birmingham, AL | Aug 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- NE
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Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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