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Charles Halbert Dingman

Insight Folios

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About Charles Halbert Dingman

Charles Dingman is an investment advisor representative at Insight Folios. Charles has been in the financial industry for over 10 years, specializing in financial planning, pension consulting, and portfolio management. Charles has a strong track record of helping individuals and families achieve their financial goals. Charles is a registered investment advisor in Montana and Texas. Charles is also a licensed insurance agent.

Firm Information

Charles Dingman is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Dingman’s Registration & Firm History

MT

04/03/2023 - Present

Insight Folios (Bozeman MT)

MT

12/08/2016 - 07/05/2017

SECURITIES AMERICA, INC. (Bozeman MT)

MT

02/15/2013 - 12/08/2016

FOOTHILL SECURITIES, INC. (Bozeman MT)

CA

06/16/2011 - 11/23/2011

ALAMO CAPITAL (WALNUT CREEK CA)

MT

11/17/2009 - 06/09/2011

FMSBONDS, INC. (BOZEMAN MT)

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Licenses & Designations

IA

Issued 12/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Halbert Dingman.
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