Peter DoddCRD Number: 1816174
Current Firm: M Holdings Securities, Inc.
Peter Dodd (CRD# 1816174) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Stamford, CT and has over 19 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|M. Holdings Securities, Inc.||Portland, OR||Apr 2001 - Current||16|
|Dodd Associates||New York, NY||Oct 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops