Lyle F Terry

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

• 08/2021 → 06/2022
  Ameriprise Financial Services, Llc
  Las Vegas, NV
• 04/2018 → 07/2018
  Bellagio
  Las Vegas, NV
• 04/2019 → 07/2019
  Findley Lincoln
  Las Vegas, NV
• 09/2017 → 08/2021
  University Of Nevada Las Vegas
  Las Vegas, NV
• 03/2020 → 04/2021
  Bottiglia Enoteca
  Las Vegas, NV
• 05/2021 → 08/2021
  Highlife Distribution
  Bainbridge, WA
• 09/2013 → 08/2017
  Bainbridge Island Highschool
  Bainbridge Island, WA
• 07/2022 → 11/2022
  Fidelity Investments
  Henderson, NV
• 05/2023 → 11/2023
  Morgan Stanley
  Las Vegas, NV
• 11/2022 → 05/2023
  Unemployed
  Las Vegas, NV
• 11/2023 → 04/2024
  Advent Marketing Agency
  Henderson, NV
• 04/2024 → Present
  Principal Life Insurance
  Bothell, WA
• 06/2024 → Present
  Principal Securities, Inc.
  Bothell, WA
• 08/2024 → Present
  Principal Advised Services
  Bothell, WA

Previous Registrations

• 2023-05-25 → 2023-09-29
  Morgan Stanley
  Las Vegas, NV
  Las Vegas, NV
• 2021-12-01 → 2022-06-30
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Other Businesses

**PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/30/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **RETIREMENT CONSULTANT POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2024 ADDRESS: 711 Highstreet, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-02

Other Names

• Lyle Terry
• Lyle Frederick Terry
• Lyle F Terry