Allison Elizabeth Stanley
Investment adviser representative at Principal Securities, Inc.
10 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
10 years in the industry.
- Principal Securities, Inc.Dec 2019 to now
- Principal Life Insurance CompanyDec 2019 to now
- Principal Life Insurance CompanyJul 2018 to May 2019
- Principal Securities, Inc.Jul 2018 to May 2019
- Clemens Agency CoOct 2017 to Apr 2018
- Bianchi Boys Pizza & PastaSep 2017 to Nov 2019
- The National Benefit CorpMar 2017 to Sep 2017
- UnemployedJan 2017 to Mar 2017
- 1908 Draught HouseMar 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6992400
- Firm CRD
- 1137