James Di Virgilio, financial advisor Gainesville FL

James Di Virgilio

CRD Number: 5141951
Current Firm: Chacon Diaz & Di Virgilio Wealth Management, LLC
Compensation Model: Fee Only

James is the co-founder of Chacon Diaz & Di Virgilio, an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that works with clients across the United States. My firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.

 

When we created the firm, we sought to build an advisory experience that was solely and entirely focused on what was best for our clients. Today, that vision has made us a recognized leader and pioneer in our field. As an independent, fee-only, fiduciary wealth management firm, we do not sell products and we do not accept any commissions, allowing nothing to influence our independence and objectivity. As a result, our advice is always unbiased and free from conflicts of interest, and we look forward to putting our expertise to work for you.

 

James is a Certified Investment Analyst, CIMA, and a Certified Financial Planner, CFP.

 

The Certified Investment Management Analyst (CIMA) designation is awarded by the Investment Management Consultants Association to individuals who successfully complete a year-long program focusing on investment policy, asset allocation, manager search and selection, ethics, and performance measurement. To earn the CIMA designation, individuals must have three years of experience in investment consulting,  pass a Level I entry exam (61% pass rate),  pass Level II exam after attending a week-long classroom program at Wharton, MIT, or Chicago, and then pass a Level III certification exam (63% pass rate).

 

A Certified Financial Planner (CFP) has to complete 18 to 24 months of study, pass a rigorous ten-hour exam (63% pass rate), and work for three years as a financial planner before earning the designation.

 

 

 

CONTACT
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Company Name Location Dates Years
Chacon Diaz & Di Virgilio Wealth Management, LLC Gainesville, FL Jun 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for James D. Di Virgilio
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $110,212
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NE, TX

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