Gregery Dean Odell
Investment adviser representative at Principal Securities, Inc.
9 yearsExperience
1 stateRegistered in
ChFC®Designation
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Principal Securities, Inc.Dec 2023 to now
- Principal Life Insurance CompanyDec 2023 to now
- Guardian Life Insurance CompanyJul 2023 to Dec 2023
- Park Avenue SecuritiesJul 2023 to Dec 2023
- New York Life Insurance Co.Dec 2020 to Jul 2023
- Nylife Securities LLCDec 2020 to Jul 2023
- Pruco Securities LLCJun 2020 to Dec 2020
- The Prudential Insurance Company of AmericaJun 2020 to Dec 2020
- UnemployedMar 2020 to May 2020
- Pruco Securities LLCMay 2014 to Feb 2020
- The Prudential Insurance Company of AmericaMay 2014 to Feb 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1809666
- Firm CRD
- 1137