Gene Dickison (CRD# 1216953) is an Investment Advisor Representative working at Mtm Financial Group, LLC in Bethlehem, PA and has over 40 years of experience in the finance industry.
CRD# 2746829
Cetera Investment Advisers LLC
CRD# 5547406
Waypoint Financial, LLC
CRD# 6088693
Rockwood Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Strategic Financial Alliance, Inc. | Atlanta, GA | Feb 2009 - Current | 15 |
Mtm Financial Group, LLC | Bethlehm, PA | Jun 2008 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management488MILLIONS
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Total Number of Accounts2,788ACCOUNTS
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Average Account Value$175,114
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, NC, NJ, PA, TX, VA
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