Donald Gregory Sketchley
Investment adviser representative at Principal Securities, Inc.
13 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
13 years in the industry.
- Principal Securities, Inc.Jan 2025 to now
- Principal Life Insurance CompanyJan 2025 to now
- Veteran SabbaticalSep 2024 to Dec 2024
- Bank of America, N.A.Jul 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Aug 2024
- Pruco SecuritiesMar 2021 to May 2022
- The Prudential Insurance Company of AmericaMar 2021 to May 2022
- New York Life Insurance CompanyApr 2020 to Mar 2021
- Nylife Securities LLCApr 2020 to Mar 2021
- American United LifeJan 2019 to Apr 2020
- Oneamerica SecuritiesJan 2019 to Apr 2020
- JP Morgan Securities LLCMay 2016 to Dec 2018
- Sketchley Properties LLCFeb 2013 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
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
- 4993498
- Firm CRD
- 1137