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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Principal Securities, Inc. financial advisors in Berwyn, PA

Every SEC-registered investment adviser representative at a Principal Securities, Inc. office in Berwyn, A to Z.

The short answer

3 registered advisors work at Principal Securities, Inc. in Berwyn, out of 1,318 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Principal Securities, Inc. advisors in Berwyn, A to Z

Every Principal Securities, Inc. advisor →

Principal Securities, Inc. advisors in every city and state →Principal Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Principal Securities, Inc. advisors in other cities

Des Moines, IA 175West Des Moines, IA 70Minnetonka, MN 30Tampa, FL 24Sioux Falls, SD 22Atlanta, GA 20Raleigh, NC 19Roseville, CA 19Charlotte, NC 18Overland Park, KS 18Wayne, PA 18Wauwatosa, WI 17Downers Grove, IL 16Melville, NY 16San Diego, CA 16

Other firms in Berwyn

All Berwyn advisors →

Great Valley Advisor Group, LLC 76Morgan Stanley 37Envestnet Pmc 34LPL Financial LLC 19Ellis Investment Partners, LLC 14Orion Portfolio Solutions, LLC 12Sequoia Financial Group, L.L.C. 10Ac Wealth Partners 6Bryn Mawr Trust Advisors, LLC 6Sterling Investment Advisors Ltd. 6Gallagher Fiduciary Advisors, LLC 5Jacobi Capital Management, LLC 5

Questions

How many financial advisors does Principal Securities, Inc. have in Berwyn?

3 investment adviser representatives are registered at Principal Securities, Inc. offices in Berwyn, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,318 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Principal Securities, Inc. one of the largest advisor employers in Berwyn?

Principal Securities, Inc. ranks number 19 in Berwyn by registered advisors; Great Valley Advisor Group, LLC has the most, with 76.

How do I check a Principal Securities, Inc. advisor in Berwyn?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Principal Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.