Victor Joseph Dimaggio

Crescent Advisor Group, INC.

30 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Crescent Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

230 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$283.0M

Location

Schererville, IN

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History

Regulatory History (3)

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Judgment / Lien

September 2015

Judgment / Lien

May 2015

Regulatory

February 2007

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Victor is a partner at DiMaggio & Robinson, Ltd. providing tax accounting and business consultation services, taking about a quarter of his time. He also holds president positions at Galleria Realty Corporation, HR One Source, Inc., Invest America Financial Services, Financial Advantage Corporation, and Victor J. Dimaggio Health Insurance, dedicating minimal time to each.

Employment History

Current Registrations

Crescent Advisor Group, INC.

November 2008 - Present · 17 yrs 3 mos

Crescent Securities Group, INC.Broker

November 2008 - Present · 17 yrs 3 mos

Crescent Securities Group, INC.

November 2008 - Present · 17 yrs 3 mos

Previous Registrations

Xnergy Financial CorporationBroker

May 2008 - May 2008 · 0 mos

Crown Financial Advisors, LLC

February 2008 - November 2008 · 9 mos

Mitre Group LLCBroker

October 2006 - November 2008 · 2 yrs 1 mo

Jackson Financial Group, INC.Broker

September 2006 - January 2008 · 1 yr 4 mos

Hard Eight Trading, LLCBroker

July 2006 - September 2008 · 2 yrs 2 mos

Centurion Securities L.L.C.Broker

November 2005 - September 2008 · 2 yrs 10 mos

Zephyr Trading LLCBroker

June 2005 - June 2006 · 1 yr

H.D. Vest Advisory Services, INC

May 2003 - May 2007 · 4 yrs

H.D. Vest Investment ServicesBroker

August 1995 - May 2007 · 11 yrs 9 mos

State Registrations4 states

FLILINMO

AdvisorBrokerBoth

Exams

No exam information available for this advisor.