David Dittmann, financial advisor Terre Haute IN
93 score

David Dittmann

CRD Number: 4500255
Current Firm: Edward Jones

David Dittmann (CRD# 4500255) is an Investment Advisor Representative working at Edward Jones in Terre Haute, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for David J. Dittmann
Phone Number: 314-515-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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