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Mccall Lexie Barrett

Principal Advised Services

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About Mccall Lexie Barrett

Mccall Barrett is a Retirement Consultant at Principal Advised Services and is an Investment Advisor Representative (IAR). Mccall is registered with the state of Florida. Mccall has been in the financial services industry since 2014. Mccall holds the Series 66 exam. Mccall specializes in providing investment advice to Principal retirement plan participants and has a strong track record of helping clients reach their financial goals. Mccall provides investment advice as to which of the retirement plan participant’s four distribution options is in their best interest.

Firm Information

Mccall Barrett 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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Mccall Barrett’s Registration & Firm History

FL

09/20/2024 - Present

Principal Advised Services (SAINT PETERSBURG FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mccall Lexie Barrett.
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