VD

Victor Joseph Dimaggio

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M

Fee Structure

This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.

Areas of Practice
Investment Management
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Advisor Information

Office location

Schererville, IN

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2015
Judgment / Lien
May 2015
Regulatory
February 2007
Final
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 2 mos
Crescent Securities Group, INC.Broker
November 2008 - Present · 17 yrs 2 mos
Crescent Securities Group, INC.
November 2008 - Present · 17 yrs 2 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.