Christopher
Dancy

Principal Securities, Inc

CRD#5949708
Investment Advisor
in Roseville, CA

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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

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1478 Stone Point Dr Ste 390
Roseville, CA 95661

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

CA Average: $9,259,360,772
Total Number of Employees

1,603

CA Average: 166
Total Number of Accounts

31,797

CA Average: 7,189
Average Account Size

$192,151

CA Average: $1,287,990

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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.

2011 - Present (9 years)

Princor Financial Services Corp

2011 - Present (9 years)

Principal Life Ins Co

2008 - Present (12 years)

Dancy Investments LLC

Disclosures

Christopher Dancy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Diana Hutson
Ames, IA
Conrad Beeler
Lansing, MI
Christina Loranger
Waltham, MA
Paul Kranich
Walnut Creek, CA
John Murray
Wayne, PA
Jeffery White
Roseville, CA
Daniel Seefeldt
Indianapolis, IN
Brian Anderson
Mount Pleasant, SC

This content was compiled from the SEC and FINRA.

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