Chaundra Kay Straker

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2017
  National Planning Corporation
  El Segundo, CA
• 12/2017 → 03/2018
  Unemployed
  Culver City, CA
• 03/2018 → 04/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2022 → Present
  Firestone Walker Brewing Company
  Marina Del Rey, CA
• 06/2023 → 04/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Principal Securities
  Des Moines, IA
• 04/2024 → Present
  Principal Life Insurance
  Los Angeles, CA
• 02/2025 → Present
  Principal Advised Services
  Los Angeles, CA

Previous Registrations

• 2023-06-29 → 2024-04-11
  Cetera Investment Advisers Llc
  El Segundo, CA
• 2018-03-23 → 2023-06-29
  Cetera Wealth Services, Llc
  El Segundo, CA
• 2016-06-21 → 2018-01-02
  National Planning Corporation
  El Segundo, CA
• 2011-11-02 → 2016-05-19
  Waddell & Reed
  Overland Park, KS

Other Businesses

FIRESTONE WALKER BREWING COMPANY POSITION: Beertender/Server NATURE: Restaurant/Brewery INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2022 ADDRESS: 3205 Washington Blvd, Marina Del Rey CA 90292, United States DESCRIPTION: Beertender, Server, Customer Service responsibilities, take payments

Exams

• S66 Uniform Combined State Law Examination
  2011-11-01

Other Names

• Chandra Kay Straker