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Hugh James Dillon

The Oak Ridge Financial Services Group, INC
38 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementFinancial Planning & Coaching
The Oak Ridge Financial Services Group, INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M

Fee Structure

Location

701 Xenia Avenue S Ste 100, Golden Valley, MN, 55416

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
September 2013 - Present · 12 yrs 5 mos
The Oak Ridge Financial Services Group, INC.
January 2003 - Present · 23 yrs 1 mo
The Oak Ridge Financial Services Group, INC.Broker
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Dougherty & Company LLCBroker
March 1990 - January 2003 · 12 yrs 10 mos
Craig-Hallum, INC.Broker
November 1988 - March 1990 · 1 yr 4 mos
Oberweis Securities, INC.Broker
February 1988 - December 1988 · 10 mos
Engler-Budd & Company INC.Broker
March 1987 - February 1988 · 11 mos
State Registrations23 states
AKAZCACOCTFLGAIAILMIMNMONDNHNJNYORSCTXVAVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.