William DodgeCRD Number: 2980416
Current Firm: Cetera Investment Advisers LLC
William Dodge (CRD# 2980416) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sterling, IL and has over 20 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Dahl Financial Services, Inc.
|Cetera Investment Advisers LLC||Schaumburg, IL||Aug 1999 - Current||18|
|Cetera Financial Specialists LLC||Schaumburg, IL||Nov 1997 - Current||20|
|William C. Dodge Cpa Ltc||Sterling, IL||Dec 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 1998|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV