Christopher Reed Tripp
Investment adviser representative at Principal Securities, Inc.
21 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
21 years in the industry.
- Principal Securities, Inc.Aug 2024 to now
- Ironworks FinancialAug 2024 to now
- Principal Life InsuranceAug 2024 to now
- Eagle Strategies LLCDec 2023 to Aug 2024
- The Path Financial Strategies, LLCSep 2020 to Jan 2023
- Nylife Securities LLCJan 2020 to Aug 2024
- New York Life Insurance CompanyJul 2018 to Aug 2024
- UnemployedApr 2018 to Jul 2018
- The Nielsen CompanySep 2005 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6984853
- Firm CRD
- 1137