Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dingle is a registered Investment Advisor Representative with Chicago Capital Management Advisors, LLC. James has been in the industry since 1988, and has a history of working with a variety of firms including American Trust Investment Services, Inc., LaSalle St Securities, L.L.C., LPL Financial LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., NORTHERN TRUST SECURITIES, INC., VISION INVESTMENT SERVICES, INC., and INVEST FINANCIAL CORPORATION. James specializes in Portfolio Management for Individuals, Selection of Other Advisers, and Estate and Insurance Planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate and insurance planning
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/23/2023 - Present
Chicago Capital Management Advisors, LLC (LISLE IL)
IN
04/16/2020 - 04/17/2020
AMERICAN TRUST INVESTMENT SERVICES, INC. (WHITING IN)
IL
04/05/2013 - 03/31/2020
LASALLE ST SECURITIES, L.L.C. (FRANKFORT IL)
IL
07/17/2008 - 12/12/2012
LPL FINANCIAL LLC (FRANKFORT IL)
IL
02/21/2003 - 07/22/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
09/07/1989 - 03/03/2003
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
10/03/2000 - 02/26/2003
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
WI
07/22/1993 - 10/06/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
06/01/1988 - 08/16/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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