Charles Dillon, financial advisor Chicago IL
93 score

Charles Dillon

CRD Number: 1113275
Current Firm: Great Lakes Advisors, LLC

Charles Dillon (CRD# 1113275) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wayne Hummer Investments Chicago, IL Jul 2011 - Current 5
Accessalpha Worldwide LLC Evanston, IL Mar 2010 - Jul 2011 1
N/a - Unemployed Orland Park, IL Aug 2008 - Mar 2010 1
Ing Investment Management Orland Park, IL Nov 2006 - Jul 2008 1
Merrill Lynch Asset Mgmt Chicago, IL Mar 1997 - Oct 2006 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Charles W. Dillon
Phone Number: 312-431-1700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,886
    MILLIONS
  • Total Number of Accounts
    1,942
    ACCOUNTS
  • Average Account Value
    $3,545,936
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MI, MN, MO, NC, NJ, NV, NY, OH, PA, TX, VA, WI

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

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