Arthur DietzCRD Number: 1210388
Current Firm: Ssn Advisory, Inc.
Arthur Dietz (CRD# 1210388) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Indiana, PA and has over 34 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
|Securities Service Network, Inc.||Indiana, PA||Jul 2007 - Current||10|
|Ssn Advisory Inc.||Indiana, PA||Jul 2007 - Current||10|
|Blue Chip Financial Group||Indiana, PA||Jun 1995 - Current||22|
|Legacy Advisory Services, Inc.||Indiana, PA||Aug 1999 - Jul 2007||7|
|Legacy Financial Services, Inc.||Petaluma, CA||Jul 1998 - Jul 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV