Alec Baulch
Financial Consultant @ Principal Financial Group
- Role
- Financial Consultant at Principal Financial Group
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Alec Baulch
Investment and Insurance products are: • Not insured by the FDIC or Any Federal…
Experience
Financial Consultant
Sep 2024 — Present · Charlotte, NC, US
Providing benefit event education during pivotal life changes to participants- Assisting in uncovering opportunities for retail and institutional needs- Facilitating consolidations, rollovers, and other improvements through retirement planning consultationsInvestment advisory products offered through Principal Advised Services, LLC. Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Alec Baulch is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Investment and Insurance products are: Not insured by the FDIC or Any Federal Government AgencyNot a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Banking AffiliateSubject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Education
Georgia Southwestern State University
Master of Business Administration - MBA
Green Hope High School
Graduate
2008 — 2012
Methodist University
Bachelor’s Degree
2012 — 2016
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