Charles Dibenedetto, financial advisor Rockford IL
96 score

Charles Dibenedetto

CRD Number: 1069468
Current Firm: Dibenedetto & Associates Ltd

Charles Dibenedetto (CRD# 1069468) is an Investment Advisor Representative working at Dibenedetto & Associates Ltd in Rockford, IL and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fox & Henry, Inc. Burr Ridge, IL Dec 1982 - Current 34
Dibenedetto & Associates Ltd Rockford, IL Nov 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
Contact Info for Charles J. Dibenedetto
Phone Number: 815-654-8850
Firm Website: http://trustdnb.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $231,337
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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