Theodore Bender, financial advisor Lake Oswego OR
89 score

Theodore Bender

CRD Number: 6038655
Current Firm: Principal Securities, Inc.

Theodore Bender (CRD# 6038655) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Oswego, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Des Moines, IA Mar 2012 - Current 5
Principal Life Insurance Company Des Moines, IA Nov 2010 - Current 7
808 Restaurant & Nightclub Iowa City, IA Oct 2009 - Dec 2010 1
Big Brothers Big Sisters Clive, IA Jul 2010 - Nov 2010 < 1
Thomas L Cardella & Associates Coralville, IA Feb 2010 - Jul 2010 < 1
The Center For Aging And Memory West Des Moines, IA May 2009 - Jul 2010 1
Unemployed Unknown, IA Dec 2009 - Feb 2010 < 1
Full-time Education U Of I Iowa City, IA Sep 2006 - Dec 2009 3
Gateway Market West Des Moines, IA May 2009 - Aug 2009 < 1
Convention And Visitors Bureau Des Moines, IA May 2009 - Aug 2009 < 1
Des Moines Parks & Recreation Des Moines, IA May 2003 - Sep 2007 4
Unemployed Unknown, IA Mar 2001 - Sep 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Theodore N. Bender
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • OR
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
89
Clean Record
This advisor has a clean track record with regulators.

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