Anthony Dimona (CRD# 5762949) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 14 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Portfolio Solutions, Inc. | Omaha, NE | Nov 2023 - Current | < 1 |
| Brinker Capital Securities | Philadelphia, PA | Nov 2023 - Current | < 1 |
| Elite Consulting Partners | Mount Laurel, NJ | Jun 2023 - Nov 2023 | < 1 |
| Global Atlantic Distributors, LLC | Berwyn, PA | Sep 2022 - Apr 2023 | < 1 |
| Global Atlantic Financial Group | Berwyn, PA | Sep 2022 - Apr 2023 | < 1 |
| Protective Life Insurance Company | Lenexa, KS | Feb 2022 - Jul 2022 | < 1 |
| Investment Distributors | Lenexa, KS | Feb 2022 - Jul 2022 | < 1 |
| Dimona Insurance Services | Lenexa, KS | Sep 2018 - Jan 2022 | 3 |
| The Leaders Group, Inc. | Littleton, CO | Jan 2020 - Dec 2020 | < 1 |
| Lincoln Financial Distributors, Inc. | Radnor, PA | Feb 2010 - Aug 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- NE
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Total Assets Under Management53,844MILLIONS
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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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