Alec Baulch

Financial Consultant @ Principal Financial Group

Role
Financial Consultant at Principal Financial Group
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alec Baulch

Investment and Insurance products are: • Not insured by the FDIC or Any Federal…

Experience

  1. Financial Consultant

    Principal Financial Group

    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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Alec Baulch — Financial Consultant at Principal Financial Group in Raleigh, NC, US | Unifers