Tyrin Ladell Mcrae

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

• 07/2016 → 06/2017
  Subway
  Spring Lake, NC
• 06/2017 → 05/2018
  Full Time Student
  Cameron, NC
• 05/2018 → 07/2018
  Universal Studios
  Orlando, FL
• 08/2018 → 09/2018
  Full Time Student
  Lillington, NC
• 09/2018 → 05/2019
  Hibbett Sports
  Dunn, NC
• 05/2019 → 07/2019
  Universal Studios
  Orlando, FL
• 07/2019 → 08/2019
  Full Time Student
  Lillington, NC
• 09/2019 → 06/2020
  Target
  Holly Springs, NC
• 08/2018 → 05/2021
  Campbell Student Worker
  Buies Creek, NC
• 06/2021 → 06/2022
  Campbell University
  Buies Creek, NC
• 06/2022 → 08/2024
  Fidelity Investments
  Durham, NC
• 09/2024 → Present
  Principal Securities, Inc.
  Savannah, GA
• 09/2024 → Present
  Principal Life Insurance Company
  Savannah, GA
• 10/2024 → Present
  Principal Advised Services
  Savannah, GA

Previous Registrations

• 2023-05-22 → 2024-08-08
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

**UBER POSITION: Uber Driver NATURE: Ubering INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2024 ADDRESS: 155 Windsor Ct, Athens GA 30606, United States DESCRIPTION: The role is driving for uber. I will be picking up either people or food and delivering it to a specified address. Customers vary and may differ for every trip. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/30/2024 ADDRESS: 711 High St, 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. **PRINCIPAL BANK POSITION: Advice, Education and Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/30/2024 ADDRESS: 711 High St, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **INSTACART POSITION: Delivery Driver NATURE: Instacart - Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 407 E Hull St, Savannah GA 31401, United States DESCRIPTION: I will be a delivery driver for Instacart and I will make my own schedule.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-19
• S63 Uniform Securities Agent State Law Examination
  2022-11-11

Other Names

• Tyrin Ladell Mcrae
• Tyrin Mcrae
• Tyrin L Mcrae