Mandie Dodgson, financial advisor Tampa FL

Mandie Dodgson

CRD Number: 6242395
Current Firm: J. W. Cole Advisors, Inc.

Mandie Dodgson (CRD# 6242395) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Sep 2021 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Sep 2021 - Current 2
Various Insurance Carriers For W & R Insurnace Agencies Wyoming, MI Jun 2014 - Current 9
Lpl Financial LLC Kentwood, MI Jul 2021 - Aug 2021 < 1
Duskwood Dawn Inc. Cadillac, MI Oct 2018 - Aug 2021 2
Waddell & Reed, Inc. Kentwood, MI Aug 2013 - Jul 2021 7
Flagstar Bank Comstock Park, MI May 2005 - Jul 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Mandie J. Dodgson
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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