Sandra
Dittus

Principal Securities, Inc

CRD#5958077
Investment Advisor
in Chattanooga, TN

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About this Advisor

Sandra Dittus is a financial advisor based in Chattanooga, Tennessee, working with Principal Securities, Inc. Sandra has previously held positions at Raymond James & Associates, Inc, Barnett & Company Inc, Pinnacle Financial Partners, Raymond James Financial Services Advisors, Inc, True North Advisors, Robert Half, Raymond James Financial Services, Inc, Principal Life Insurance Company, and Principal Securities Inc. Sandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Sandra is part of Principal Securities, Inc, which operates out of Chattanooga, Tennessee. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Chattanooga, TN

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

TN Average: 166
Total Number of Accounts

54,844

TN Average: 7,189
Average Account Size

$220,730

TN Average: $1,287,990

Investment Advisory Services

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

Sandra Dittus Work History

2023 - Present (1 year)

Principal Life Insurance Company

2023 - Present (1 year)

Principal Securities Inc

2022 - 2022 (< 1 year)

Robert Half

2022 - 2023 (1 year)

Raymond James Financial Services, Inc

2019 - 2023 (4 years)

Raymond James Financial Services Advisors, Inc

2019 - 2023 (4 years)

True North Advisors

2019 - 2023 (4 years)

True North Advisors

2015 - 2015 (< 1 year)

Barnett & Company Inc

2015 - 2019 (4 years)

Pinnacle Financial Partners

2011 - 2015 (4 years)

Raymond James & Associates, Inc

Disclosures

Please visit the SEC profile of Sandra Dittus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Securities, Inc

Martha Nielsen
Latham, NY
Michael Harken
Camdenton, MO
Reid Johnson
Cedar Falls, IA
Benjamin Hardy
Almond, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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