Emily Joyce Marr
Investment adviser representative at Principal Securities, Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Principal Life Insurance CompanyJun 2026 to now
- Principal Securities, Inc.Jun 2026 to now
- Principal Funds Distributor, Inc.Nov 2023 to Jun 2026
- Mccune Whiteley Wealth ManagementJun 2022 to Aug 2023
- Principal Securities IncAug 2021 to Nov 2023
- Principal Life InsuranceJul 2021 to Nov 2023
- Texas Tech UniversityJan 2021 to Aug 2021
- University of Texas @ ArlingtonAug 2018 to Dec 2020
- Cliff Nelson Recreation CenterMay 2017 to Aug 2018
- Kennedale Hight SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 7415719
- Firm CRD
- 1137