Charles Dibner, financial advisor Portland ME

Charles Dibner

CRD Number: 720494
Current Firm: Aurora Financial Group, LLC

Charles Dibner (CRD# 720494) is an Investment Advisor Representative working at Aurora Financial Group, LLC in Portland, ME and has over 38 years of experience in the finance industry. Charles Dibner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aurora Financial Group, LLC Scarborough, ME Jun 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Charles W. Dibner
Phone Number: (207) 553-2343
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $322,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

ME

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