Robert L Reece
Investment adviser representative at Principal Advised Services
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.4BFirm assets
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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
11 years in the industry.
- Principal Advised ServicesJan 2026 to now
- Principal Life Insurance CompanyJan 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- HomemakerSep 2025 to Jan 2026
- Bank of America, N.A.Sep 2022 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Sep 2025
- Wells Fargo Bank, NASep 2021 to Aug 2022
- Wells Fargo Clearing Services, LLCApr 2019 to Sep 2021
- Wells Fargo Bank, NAFeb 2015 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 7032725
- Firm CRD
- 297324