Greg DodgeCRD Number: 2645389
Current Firm: Dodge Wealth Management
Greg Dodge (CRD# 2645389) is an Investment Advisor Representative working at Dodge Wealth Management in Foxboro, MA and has over 27 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Dodge Wealth Management||Foxboro, MA||May 2014 - Current||8|
|Lpl Financial LLC||Canton, MA||Mar 2010 - Nov 2021||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1995|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management79MILLIONS
Total Number of Accounts310ACCOUNTS
Average Account Value$253,323
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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