Cutter Brice Amos
Investment adviser representative at Principal Securities, Inc.
10 yearsExperience
2 statesRegistered in
$17BFirm assets
28 yearsFirm in business
Are you Cutter Brice Amos? Claim your profile
Contact this firm
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.
- True Legacy Financial & Insurance ServicesAug 2026 to now
- Principal Securities, Inc.Jun 2024 to now
- Principal Life Insurance CoJun 2024 to now
- The Prudential Insurance Company of AmericaFeb 2022 to Jun 2024
- Pruco Securities, LLC.Jan 2022 to Jun 2024
- Sagepoint Financial, Inc.Sep 2021 to Jan 2022
- JP Morgan Chase Bank, N.A.Sep 2018 to Sep 2021
- JP Morgan Securities, LLCSep 2018 to Sep 2021
- Edward JonesApr 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6628213
- Firm CRD
- 1137