GD
GD

Gene Richard Dickison

41 Years of Experience
3 DisclosuresBroker
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
1,394 clients
Average Client Portfolio
$338K average
Assets Under Management
$470.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

4505 Hanoverville Road, Bethlehem, PA, 18020

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2007
Denied
Customer Dispute
August 1991
Settled
Customer Dispute
March 1991
Settled
Other Business Activities

Gene is the president of More Than Money, LLC, providing financial information through various media and owning the office building leased by MTM Financial Group, LLC, dedicating a few hours per week. He also owns MTM Financial Group, LLC, a registered investment advisor and tax preparation service, taking nearly full-time hours, and owns a rental home, Seven Notes Homestead, spending a few hours per week.

Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
February 2009 - Present · 17 yrs
Mtm Financial Group, LLC
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
The Strategic Financial Alliance
February 2009 - July 2020 · 11 yrs 5 mos
LPL Financial Corporation
January 2008 - May 2008 · 4 mos
LPL Financial CorporationBroker
November 2007 - May 2008 · 6 mos
Valley National Advisers INC
March 1996 - November 2007 · 11 yrs 8 mos
Valley National Investments, INC.Broker
February 1996 - November 2007 · 11 yrs 9 mos
Cigna Financial Advisors,inc.Broker
January 1984 - January 1996 · 12 yrs
State Registrations16 states
AZCTDCDEFLGAMAMDNJNYPASCTXVAVTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.