Herman Dodson (CRD# 1266944) is an Investment Advisor Representative working at Macro Advisors, Inc. in Hazleton, PA and has over 37 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 5895405
Ameriprise Financial Services, LLC
CRD# 2215408
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Macro Advisors, Inc. | Hazleton, PA | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
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
- SC
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Total Assets Under Management209MILLIONS
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Total Number of Accounts1,425ACCOUNTS
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Average Account Value$146,319
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MD, NH, NJ, PA, SC, TX, VA
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