Principal Securities, Inc
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About this Advisor
Christopher Dancy is a financial advisor in Roseville, California. Currently an investment advisor with Principal Securities, Inc, they have accrued 11 years of work experience in the financial advisory industry. Dancy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Dancy is able to advise clients in California. Throughout their career, they have worked at Princor Financial Services Corp, Principal Life Ins Co and Dancy Investments LLC. Principal Securities, Inc is headquartered in Roseville, California, and has 350 brick-and-mortar locations across the nation. As a registered investment firm, Principal Securities, Inc oversees $6 billion in assets covering 31,797 accounts and retains more than 1,603 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 15,510 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Principal Securities, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Christopher Dancy Work History
Christopher has 12 years of experience.
Princor Financial Services Corp
Principal Life Ins Co
Dancy Investments LLC
Christopher Dancy has no disclosures.
Please visit their SEC profile for more details.
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