Abdiel Alan Valenzuela
Investment adviser representative at Principal Securities, Inc.
10 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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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
10 years in the industry.
- Principal Life Insurance CompanyMay 2025 to now
- Principal Securities, Inc.Apr 2025 to now
- RBC Capital Markets, LLCMar 2025 to May 2025
- UnemployedAug 2024 to Mar 2025
- Avantax Advisory ServicesJul 2023 to Mar 2025
- Avantax Investment Services, Inc.Jul 2023 to Aug 2024
- Puplava Securities Inc.Jun 2017 to Jun 2023
- Cetera Advisor Networks LLCJan 2017 to Jun 2017
- Cetera Advisors LLCJan 2017 to Jun 2017
- Cetera Advisors Networks LLCJan 2017 to Jun 2017
- Cetera Financial Specialists LLCJan 2017 to Jun 2017
- Cetera Investment Services LLCJan 2017 to Jun 2017
- First Allied Securities, Inc.Jan 2017 to Jun 2017
- Girard Securities, Inc.Jan 2017 to Jun 2017
- Summit Brokerage Services, Inc.Jan 2017 to Jun 2017
- UnemployedNov 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 1986132
- Firm CRD
- 1137