Robert McCarey, financial advisor Newton IA
93 score

Robert McCarey

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Birchcorp Financial Newton, IA Mar 2014 - Current 2
Principal Life Insurance Co West Des Moines, IA Feb 2008 - Current 8
Princor Financial Services Corp West Des Moines, IA Feb 2008 - Current 8
Maytag Newton, IA Jun 1988 - Jan 2008 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Robert McCarey
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
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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