David Sandstead, financial advisor Wayne PA
93 score

David Sandstead

CRD Number: 2999691
Current Firm: Principal Securities, Inc.

David Sandstead (CRD# 2999691) is an Investment Advisor Representative working at Principal Securities, Inc. in Wayne, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Wayne, PA Jan 1998 - Current 18
Principal Life Insurance Company Wayne, PA Oct 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for David R. Sandstead
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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