Miranda Corinne Barcena

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

• 08/2015 → 03/2023
  Pflugerville Isd
  Pflugerville, TX
• 03/2023 → Present
  Principal Life Insurance
  Austin, TX
• 03/2023 → Present
  Principal Securities
  Austin, TX
• 10/2023 → Present
  Barcena Financial Group
  Austin, TX

Other Businesses

**INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 03/29/2023 ADDRESS: 8310 N Capital of Texas Hwy, Suite 175, Austin TX 78731, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **FINANCIAL WOMEN IN TEXAS POSITION: Director of Education NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 09/17/2025 ADDRESS: 246 Serenity Pass, Spring Branch TX 78070, United States DESCRIPTION: Director of Education for the Board of Financial Women in Texas (FWIT). Organization is for networking and personal and professional growth of women in the finance industry. My role is responsible for educational programming for members, including identifying association-level speakers for annual events (Leadership Forum and Annual Conference). Also, I am leading the committee for the creation and implementation of a mentoring program within the association.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-22
• S65 Uniform Investment Adviser Law Examination
  2023-01-30

Other Names

• Miranda Corrine Barton
• Miranda Corinne Barcena
• Miranda Corrine Barcena