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Brandy Sue Lamp

Principal Advised Services

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About Brandy Sue Lamp

Brandy Sue Lamp is a financial professional with over 25 years of experience in the industry. Brandy is registered with Principal Advised Services and holds a variety of licenses and certifications including the Series 7, Series 6, Series 63, and Series 6TO exams. Brandy specializes in portfolio management for individuals and selection of other advisors. Brandy is also a Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Brandy Lamp is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Brandy Lamp’s Registration & Firm History

IA

04/26/2019 - Present

Principal Advised Services (Urbandale IA)

IA

08/07/1997 - 04/05/2019

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BC

Issued 09/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/30/2023

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/06/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandy Sue Lamp.
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