Stacy HegerCRD Number: 3252096
Current Firm: Principal Global Investors, LLC
Stacy Heger (CRD# 3252096) is an Investment Advisor Representative working at Principal Global Investors, LLC in O'fallon, MO and has over 22 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Principal Funds Distributor Inc.||Des Moines, IA||Jun 2008 - Current||13|
|Frank Russell Company||Tampa, FL||Jul 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management340,214MILLIONS
Total Number of Accounts8,616ACCOUNTS
Average Account Value$39,486,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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