Gene
Dickison
Mtm Financial Group, LLC
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About this Advisor
Gene Dickison is a financial advisor based out of Bethlehem, Pennsylvania with 15 years of relevant experience. Dickison works at Mtm Financial Group, LLC. Over the course of their career, Dickison has held roles at Mtm Financial Group, LLC and The Strategic Financial Alliance, Inc. Dickison holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in Pennsylvania and Texas. Mtm Financial Group, LLC is a company that has its headquarters in Bethlehem, PA. It manages $378 million in assets under management between its 2,120 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,120 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets. Mtm Financial Group, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules typically depend on which service is provided. However, fees billed by Mtm Financial Group, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mtm Financial Group, LLC Brokerage Details
$377,800,000
10
2,120
$178,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gene Dickison Work History
Gene has been registered as a financial advisor for 15 years.*
The Strategic Financial Alliance, Inc
Mtm Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gene Dickison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mtm Financial Group, LLC
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
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