Lyle F Terry
Investment adviser representative at Principal Advised Services
13 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
13 years in the industry.
- Principal Advised ServicesAug 2024 to now
- Principal Securities, Inc.Jun 2024 to now
- Principal Life Insurance CompanyApr 2024 to now
- Advent Marketing AgencyNov 2023 to Apr 2024
- Morgan StanleyMay 2023 to Nov 2023
- UnemployedNov 2022 to May 2023
- Fidelity InvestmentsJul 2022 to Nov 2022
- Ameriprise Financial Services, LLCAug 2021 to Jun 2022
- Highlife DistributionMay 2021 to Aug 2021
- Bottiglia EnotecaMar 2020 to Apr 2021
- Findley LincolnApr 2019 to Jul 2019
- BellagioApr 2018 to Jul 2018
- University of Nevada Las VegasSep 2017 to Aug 2021
- Bainbridge Island HighschoolSep 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, WA).
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
- 7425730
- Firm CRD
- 297324