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Liam Carr

Financial advisor at Principal Securities

Liam Carr is a fiduciary financial advisor in Lansing, Michigan, registered since Jun 2026. Liam joined Principal Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 116 advisors with offices in Lansing, and one of 105 fiduciaries.

Lansing, MI 48933Fiduciary advisor
Call the officeDirections

At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office608 S Washington Ave Suite 200, Lansing, MI 48933
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state

Services through Principal Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now

Questions to ask Liam

Tailored to Liam’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Liam

How do I contact Liam?

Call Liam’s local office at (517) 485-9350 or the Principal Securities main office at (888) 774-6267, and ask for Liam Carr.

How long has Liam been a financial advisor?

Liam is new to the profession, registered since Jun 2026, and holds 1 license.

What licenses does Liam hold?

Series 66. Tap any license on this page to see what it allows.

Is Liam a fiduciary?

Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Liam paid?

Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Liam for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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