Brandon Tyler Mcgrew
Investment adviser representative at Principal Securities, Inc.
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$17BFirm 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 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
10 years in the industry.
- P23 Wealth ManagementMay 2026 to now
- Principal Securities, Inc.Apr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Edward JonesAug 2023 to Apr 2026
- Gwfs Equities, IncOct 2021 to Jul 2023
- Palmetto Citizens Federal Credit UnionMay 2017 to Oct 2021
- Longhorn SteakhouseMar 2017 to May 2017
- The Town of Mount PleasantMay 2016 to Feb 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7451346
- Firm CRD
- 1137