Tyrin Mcrae
Advisor at Principal Advised Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Principal Advised Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA
Credentials
Series 63, Series 66
Industry experience
3 years
Tyrin Mcrae is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. Before joining Principal, he worked at Fidelity Investments and has held various roles spanning from retail to education. Outside of his advisory work, he also works as an Uber driver. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary tools to deliver both non-discretionary recommendations and discretionary portfolio management. The firm operates within the Principal Financial Group family, leveraging its integrated resources across affiliated entities to serve employer plan participants and retail clients.
Based on Principal Advised Services
Financial planning services subscription fee of $385 annually or $35 monthly, with possible promotional pricing including free offers
Account minimum: $5,000 minimum initial investment and $1,000 minimum balance per account for SimpleInvest
Athens, GA
Georgia · Iowa
Principal Advised Services
2024 - Present (2 years)
Principal Financial Services
2024 - Present (2 years)
Principal Life Insurance Company
2024 - Present (2 years)
FIDELITY INVESTMENTs
2022 - 2024 (2 years)
Campbell University
2021 - 2022 (1 year)
Target
2019 - 2020 (1 year)
FULL TIME STUDENT
2019 - 2019 (1 year)
Universal Studios
2019 - 2019 (1 year)
Hibbett Sports
2018 - 2019 (1 year)
Campbell Student Worker
2018 - 2021 (3 years)
FULL TIME STUDENT
2018 - 2018 (1 year)
Universal Studios
2018 - 2018 (1 year)
FULL TIME STUDENT
2017 - 2018 (1 year)
Subway
2016 - 2017 (1 year)
STUDENT
2010 - 2016 (6 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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