Alex Emery Joseph
Investment adviser representative at Principal Advised Services
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
Are you Alex Emery Joseph? Claim your profile
Contact this firm
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
12 years in the industry.
- Principal Advised ServicesApr 2025 to now
- Principal BankApr 2025 to now
- Principal Life Insurance CompanyApr 2025 to now
- Principal Securities, Inc.Jan 2025 to now
- Associate StaffingJan 2025 to Apr 2025
- UnemployedAug 2022 to Dec 2024
- Western Carolina UniversityAug 2019 to Aug 2022
- University of Tennessee KnoxvilleAug 2017 to Aug 2019
- Ingles Markets Store #43Mar 2016 to Mar 2017
- T.C. Roberson High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
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
- 8025483
- Firm CRD
- 297324