Dallin Jack Davis
Investment adviser representative at Principal Advised Services
11 yearsExperience
2 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
11 years in the industry.
- Principal Advised ServicesOct 2024 to now
- Principal BankOct 2024 to now
- Principal Life Insurance CompanySep 2024 to now
- Principal Securities, Inc.Sep 2024 to now
- UnemployedDec 2023 to Sep 2024
- Bank of America, N.A.Nov 2022 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Dec 2023
- Alight Financial SolutionsJun 2022 to Aug 2022
- Assetmark Brokerage, LLCOct 2020 to Jun 2022
- Assetmark Financial, Inc.Oct 2020 to Jun 2022
- Arizona State UniversityJan 2020 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Oct 2020
- UnemployedNov 2018 to Dec 2018
- OpendoorJun 2017 to Oct 2018
- MckessonNov 2016 to Jun 2019
- Remx StaffingNov 2016 to Jun 2017
- UnemployedOct 2016 to Nov 2016
- Banker's LifeSep 2016 to Nov 2016
- Grand Canyon UniversitySep 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7058246
- Firm CRD
- 297324