Dave Dittman (CRD# 4902112) is an Investment Advisor Representative working at Primerica Advisors in Perrysburg, OH and has over 11 years of experience in the finance industry.
He focuses on educating his clients on how financial products works, not just selling them products.
Dave can also provide a complimentary Financial Needs Analysis (a financial GPS) at no cost to help his clients achieve their financial goals.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckeye Broadband | Northwood, OH | Dec 2018 - Current | 5 |
| Pfs Investments Inc. | Worthington, OH | Nov 2004 - Current | 19 |
| Primerica Financial Services | Worthington, OH | Aug 2004 - Current | 19 |
| Dittman Consulting | Toledo, OH | Dec 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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