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.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
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 |
- MI
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Total Assets Under Management4,854MILLIONS
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Total Number of Accounts24,060ACCOUNTS
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Average Account Value$201,747
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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