Tara Jeannette Hulse
Investment adviser representative at Principal Securities, Inc.
20 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
20 years in the industry.
- Principal Securities, Inc.May 2019 to now
- Principal Life Insurance CompanyApr 2019 to now
- UnemployedFeb 2019 to Apr 2019
- Princor Financial Services CorporationNov 2000 to Feb 2019
- Principal Life Insurance CoMay 1999 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3246858
- Firm CRD
- 1137