Alec Luna
Investment adviser representative at Principal Advised Services
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Principal Advised ServicesJan 2026 to now
- Principal BankJan 2026 to now
- Principal Life Insurance CompanyJan 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- Bankers Life AdvisoryNov 2025 to Dec 2025
- Bankers Life SecuritiesOct 2025 to Dec 2025
- Tipsy PickleFeb 2025 to Dec 2025
- Bankers Life & CasualtyMay 2024 to Dec 2025
- Unc CharlotteAug 2020 to May 2024
- Marvin Ridge High SchoolAug 2016 to Aug 2020
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
- 8166720
- Firm CRD
- 297324