Lindsay Lewis, financial advisor West Des Moines IA
88 score

Lindsay Lewis

CRD Number: 6387803
Current Firm: Principal Securities, Inc.

Lindsay Lewis (CRD# 6387803) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Longnecker And Associates LLC West Des Moines, IA Oct 2015 - Current 1
Principal Life Insurance Company West Des Moines, IA Aug 2014 - Current 2
Princor Financial Services Corporation West Des Moines, IA Aug 2014 - Current 2
Unemployed Floyd, IA Jul 2014 - Aug 2014 < 1
American Family Insurance Waverly, IA Jun 2013 - Jul 2014 1
Osage Community Schools Osage, IA Jan 2013 - May 2013 < 1
Uni Cedar Falls, IA Aug 2012 - Jan 2013 < 1
Uni Cedar Falls, IA Aug 2009 - Dec 2012 3
Midwest Muscle Car And Restoration Floyd, IA Jun 2012 - Aug 2012 < 1
Unemployed Floyd, IA Apr 2012 - Jun 2012 < 1
Community United Childcare Cedar Falls, IA Jul 2011 - Apr 2012 < 1
Unemployed Cedar Falls, IA Jan 2011 - Jul 2011 < 1
Bourbon Street Cedar Falls, IA Jan 2010 - Jan 2011 1
University Of Iowa Iowa City, IA Aug 2008 - Aug 2009 1
Charles City Community Schools Charles City, IA Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Lindsay M. Lewis
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
88
Clean Record
This advisor has a clean track record with regulators.

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