Carter John Davis
Investment adviser representative at Principal Advised Services
9 yearsExperience
1 stateRegistered 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
9 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 Staffing Licensing ProgramJan 2025 to Apr 2025
- Iowa State UniversityJan 2023 to Dec 2024
- Perishable Distributors of IowaOct 2022 to Dec 2024
- Carquest Auto PartsOct 2021 to Aug 2022
- Des Moines Area Community CollegeAug 2021 to Dec 2022
- UsssaApr 2019 to Aug 2021
- Ankeny High SchoolAug 2018 to May 2021
- City of AnkenyAug 2018 to Mar 2019
- Southview Middle SchoolAug 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8025484
- Firm CRD
- 297324