Kayla Price
Investment adviser representative at Principal Advised Services
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Principal Advised ServicesJun 2026 to now
- Principal SecuritiesJul 2023 to now
- Principal Life InsuranceJun 2023 to now
- BergankdvAug 2021 to Jun 2023
- Prudential Insurance Company of AmericaMay 2016 to Aug 2021
- Prudential Investment Management Services, LLCMay 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 6662255
- Firm CRD
- 297324