Robert McCareyCRD Number: 5490728
Current Firm: Principal Securities, Inc.
Robert McCarey (CRD# 5490728) is an Investment Advisor Representative working at Principal Securities, Inc. in Newton, IA and has over 10 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Bellwether Financial Advisors
Bfc Planning, Inc.
|Birchcorp Financial||Newton, IA||Mar 2014 - Current||4|
|Principal Life Insurance Co||West Des Moines, IA||Feb 2008 - Current||10|
|Princor Financial Services Corp||West Des Moines, IA||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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