Hermitage Advisors
47yrs
Top advisor by experience in Danville
9yrs
Anna Dearborn
Financial advisor at Principal Securities
Based in Danville, California, Anna Dearborn is a fiduciary financial advisor with 9 years of industry experience. Anna has been with Principal Securities since 2023; before that, Anna spent three years at Fidelity Personal and Workplace Advisors and three years at Merrill. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 176 advisors with offices in Danville, and one of 155 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeDanville, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowPrincipal Securities, Inc.Current firm
- 2020 – 2023Fidelity Personal and Workplace AdvisorsPreviously
- 2017 – 2020MerrillPreviously
Contact Anna
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Anna. Danville, CAOffice · Get directions X (Twitter) pagePrincipal SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Anna
Tailored to Anna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Principal Securities at (888) 774-6267 and ask for Anna Dearborn. Anna works from the Danville, CA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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