Christopher DancyCRD Number: 5949708
Current Firm: Principal Securities, Inc.
Christopher Dancy (CRD# 5949708) is an Investment Advisor Representative working at Principal Securities, Inc. in Roseville, CA and has over 6 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Princor Financial Services Corp||Roseville, CA||Aug 2011 - Current||6|
|Principal Life Ins Co||Roseville, CA||Aug 2011 - Current||6|
|Dancy Investments LLC||Roclin, CA||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY