Meghan Elizabeth Houck

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → Present
  Principal Life Insurance Company
  Wayne, PA
• 03/2016 → Present
  Principal Securities Inc
  Wayne, PA
• 02/2014 → Present
  Financial Advisors Of Delaware Valley
  Conshohocken, PA

Other Businesses

**Outside Insurance, Fixed Life, Fixed Annuities, LTC, DI, 05/05/17. **Jim Murray & Meghan Houck, LLP; Not Investment Related; Wayne, PA; Owner; Co-own LLP with Jim Murray for the purpose of payroll for shared employees.; Start Date: 03/01/2019; 1 hrs per month; 0 during trading hours. **THE CREEK ESCAPE POSITION: Pocono Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/13/2025 ADDRESS: 615 Azalea Road, Warrington PA 18976, United States DESCRIPTION: Second home property in the Pocono mountains that we will rent out when we aren't using for income.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-07

Other Names

• Meghan Elizabeth Kraynak