Gene Richard Dickison

The Strategic Financial Alliance

41 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net WorthRetirement Planning

The Strategic Financial Alliance

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

Location

4505 Hanoverville Road, Bethlehem, PA, 18020

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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

View Full SEC Report How to Read Disclosures

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.