David A Trapper
Investment adviser representative at Principal Securities, Inc.
17 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
17 years in the industry.
- Principal Securities, Inc.Mar 2025 to now
- Principal Life Insurance CoFeb 2025 to now
- VoyaJan 2025 to Mar 2025
- Voya Financial Partners, LLCJan 2025 to Mar 2025
- Oneamerica SecuritiesFeb 2023 to Jan 2025
- American United LifeJan 2023 to Jan 2025
- ArmaninoOct 2021 to Jan 2023
- Voya Financial Partners, LLCApr 2020 to Sep 2021
- VoyaMar 2020 to Sep 2021
- Prudential Customer Solutions LLCSep 2019 to Mar 2020
- Prudential Insurance Company of AmericaDec 2008 to Mar 2020
- Prudential Investment Management Services, LLC.Dec 2008 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5624443
- Firm CRD
- 1137