Angus Mclean Mcrae
Investment adviser representative at Principal Securities, Inc.
11 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
11 years in the industry.
- Angus Mcrae Insurance Brokerage Services, Inc.May 2023 to now
- Principal Life Insurance CompanyApr 2022 to now
- Principal Securities, Inc.Jan 2022 to now
- Angus Mcrae InsuranceSep 2021 to Jan 2022
- TravelMar 2021 to Aug 2021
- Russell Carter Artist ManagementMay 2019 to Mar 2021
- Live Nation AtlantaMay 2018 to Aug 2018
- Aftm, LLCFeb 2018 to Nov 2021
- University of GeorgiaAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7448964
- Firm CRD
- 1137