Bethany Clayton Beckner
Investment adviser representative at Principal Securities, Inc.
12 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
12 years in the industry.
- Principal Securities, Inc.Aug 2024 to now
- Principal Life Insurance CompanyAug 2024 to now
- TIAAJun 2022 to Aug 2024
- TIAA-CREF Individual & Institutional Services, LLCJun 2022 to Aug 2024
- Unifi IncNov 2021 to Nov 2021
- University of North Carolina At CharlotteAug 2021 to May 2022
- Unifi IncJun 2021 to Jul 2021
- University of North Carolina At CharlotteJul 2018 to May 2021
- East Surry High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7544113
- Firm CRD
- 1137