Louis Everett Dillingham
Professional Summary
Louis Everett Dillingham, who also goes by Louie Dillingham, is a registered financial advisor currently at MORRIS GROUP, INC. located in Indianapolis, Indiana. Louis is registered as a RR (Registered Representative) and started their career in finance in 1995. Louis has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Louie Dillingham
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Current Firm
MORRIS GROUP, INC.
Contact Information
Main Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240Mailing Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240Phone Number
(317) 217-5440Established
Indiana since 10/22/1982Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
State Registrations and Notice Filings
(1/25/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1995About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1997About the Series 26 examSRO Registrations
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Louis Everett Dillingham's CRS (Customer Relationship Summary).
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
