Gene Dickison, financial advisor Bethlehem PA

Gene Dickison

CRD Number: 1216953
Current Firm: Mtm Financial Group, LLC

Gene Dickison (CRD# 1216953) is an Investment Advisor Representative working at Mtm Financial Group, LLC in Bethlehem, PA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
The Strategic Financial Alliance, Inc. Atlanta, GA Feb 2009 - Current 15
Mtm Financial Group, LLC Bethlehm, PA Jun 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Disclosure Information

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.

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Contact Info for Gene R. Dickison
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    2,788
    ACCOUNTS
  • Average Account Value
    $175,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, NC, NJ, PA, TX, VA

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