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Laura Fellows

Principal Advised Services

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About Laura Fellows

Laura Fellows is a registered investment advisor representative and a registered representative who has been working in the financial industry since October 2018. Laura is currently registered with Principal Advised Services, a subsidiary of Principal Life Insurance Company. Laura is licensed to provide investment advice and securities services in several states including Alabama, Illinois, North Carolina, Pennsylvania, and South Carolina. Laura has a strong background in the financial services industry and is committed to helping her clients achieve their financial goals.

Firm Information

Laura Fellows 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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Laura Fellows’s Registration & Firm History

NC

02/06/2025 - Present

Principal Advised Services (CHARLOTTE NC)

NC

10/05/2018 - 01/13/2023

NYLIFE SECURITIES LLC (GASTONIA NC)

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Licenses & Designations

IA

Issued 01/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Fellows.
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