Lyle Terry is a financial advisor with Principal Advised Services based in Bothell, WA. He holds the Series 66 designation and has three years of industry experience, including roles at Morgan Stanley, Fidelity Investments, and Ameriprise. His other business activities include serving as an Assistant Vice President at Principal Bank focused on sales of bank deposit products and working as a retirement consultant providing individualized investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm employs a blend of third-party methodologies and proprietary models to deliver both non-discretionary and discretionary investment recommendations, leveraging its integration with Principal Financial Group affiliates to provide access to proprietary products and a governance structure to manage conflicts of interest.