Landon James Pate
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 ServicesApr 2026 to now
- Principal BankApr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- Associate StaffingJan 2026 to Apr 2026
- UnemployedNov 2025 to Dec 2025
- Gibson Custom ConstructionOct 2025 to Oct 2025
- UnemployedJan 2025 to Sep 2025
- University of North Carolina At CharlotteAug 2023 to Dec 2024
- UnemployedJun 2023 to Jul 2023
- Self Employed/volunteerJun 2022 to May 2023
- Digital Intelligence Systems, LLCApr 2022 to May 2022
- UnemployedJan 2022 to Mar 2022
- Trash FairiesMay 2021 to Oct 2021
- University of North Carolina At CharlotteAug 2020 to Dec 2021
- Duck DonutsOct 2019 to Feb 2020
- Frankie's Fun ParkNov 2018 to Jan 2019
- Central Piedmont Community CollegeAug 2018 to May 2020
- Merancas Middle CollegeAug 2018 to May 2020
- North Mecklenburg High SchoolAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8205590
- Firm CRD
- 297324