Gene Dickison
Gene Dickison is a registered investment advisor at The Strategic Financial Alliance, based in Bethlehem, PA, with 42 years of industry experience. Gene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
4505 Hanoverville Road, Bethlehem, PA, 18020
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2007Customer Dispute
August 1991Customer Dispute
March 1991Other 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
Mtm Financial Group, LLC
Previous Registrations
The Strategic Financial Alliance
LPL Financial Corporation
LPL Financial CorporationBroker
Valley National Advisers INC
Valley National Investments, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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