Brian Ullrich, financial advisor Modesto CA

Brian Ullrich

CRD Number: 4263807
Current Firm: Principal Securities, Inc.

Brian Ullrich (CRD# 4263807) is an Investment Advisor Representative working at Principal Securities, Inc. in Modesto, CA and has over 20 years of experience in the finance industry. Brian Ullrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Principal Securities Inc. Modesto, CA Mar 2016 - Current 4
Epiq Risk Management & Insurance Services Modesto, CA Nov 2013 - Current 7
Alternative Insurance Solutions Modesto, CA May 2005 - Current 15
Princor Financial Services Corporation Des Moines, IA Aug 2000 - Mar 2016 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Brian M. Ullrich
Phone Number: 888-774-6267
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,610
    MILLIONS
  • Total Number of Accounts
    34,673
    ACCOUNTS
  • Average Account Value
    $219,486
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, WY

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