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Alexa Kate McMahon

Principal Asset Management

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About Alexa Kate McMahon

Alexa McMahon is a registered representative and investment advisor representative with Principal Asset Management in Charlotte, North Carolina. Alexa has been in the financial services industry since July 2023. Alexa holds a Series 66, Series 7TO, and SIE. Alexa has been working with clients in Arizona, California, and North Carolina.

Firm Information

Alexa McMahon is currently registered with Principal Asset Management. Principal Asset Management is a large investment advisor based in Des Moines, Iowa, with over 700 investment advisory professionals. They manage over $377 billion in assets for a diverse client base, including individuals, businesses, institutions, and pooled investment vehicles. The firm offers a wide range of investment advisory services, including asset allocation, portfolio management, and spread lending management. They also provide educational seminars and select other advisors for their clients.
Principal Asset Management

801 GRAND AVE

DES MOINES, IA 50392-0001

$377.22B

Assets Under Management

98

Total Clients

119

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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spread lending management and advice; asset allocation services; providing model portfolios

Spread lending management and advice; asset allocation services; providing model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Charge on a cost allocation basis to principal life

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Alexa McMahon’s Registration & Firm History

NC

11/30/2023 - Present

Principal Asset Management (Charlotte NC)

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Licenses & Designations

BOTH

Issued 11/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexa Kate McMahon.
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