Anthony John Dimona

Orion Portfolio Solutions, LLC

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Orion Portfolio Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

182 advisors

Number of Clients

194,403 clients

Average Client Portfolio

$297K average

Assets Under Management

$57.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

17605 Wright St, Omaha, NE, 68130

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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.

Employment History

Current Registrations

Orion Portfolio Solutions, LLC

December 2023 - Present · 2 yrs 2 mos

Brinker Capital Securities, LLCBroker

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Global Atlantic Distributors, LLCBroker

September 2022 - April 2023 · 7 mos

Investment Distributors, INC.Broker

February 2022 - July 2022 · 5 mos

The Leaders Group, INC.Broker

January 2020 - December 2020 · 11 mos

Lincoln Financial Distributors, INC.Broker

March 2010 - August 2018 · 8 yrs 5 mos

State Registrations2 states

NEPA

AdvisorBroker

Exams

No exam information available for this advisor.