Christophe DionotCRD Number: 5506009
Current Firm: Planning Solutions Group, LLC
Christophe Dionot (CRD# 5506009) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Triad Advisors Inc.||Norcross, GA||Nov 2010 - Current||5|
|Planning Solutions Group, LLC||Fulton, MD||Nov 2010 - Current||5|
|Lincoln Financial Advisors||Baltimore, MD||Mar 2008 - Nov 2010||2|
|Silverman, Thompson, Slutkin & White||Baltimore, MD||Jul 2005 - Mar 2008||2|
|Rainess Player Management||Baltimore, MD||Sep 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management534MILLIONS
Total Number of Accounts1,746ACCOUNTS
Average Account Value$305,982
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
CA, DC, DE, FL, GA, LA, MA, MD, NC, NY, PA, SC, TX, VA
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