Haley Beckwith Drake
Investment adviser representative at Principal Advised Services
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- Principal Advised ServicesApr 2024 to now
- Principal BankApr 2024 to now
- Principal Life Insurance CompanyFeb 2021 to now
- Principal Securities, Inc.Feb 2021 to now
- Nylife Securities LLCSep 2018 to Feb 2021
- New York Life Ins CoJan 2018 to Feb 2021
- Prevention Management OrganizationAug 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, IA, WY).
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
- 6904639
- Firm CRD
- 297324