Kevin Dodgson (CRD# 7247408) is an Investment Advisor Representative working at Shetland Financial, Pllc in Center Valley, PA and has 1 year of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shetland Financial, LLC | Needham, MA | Apr 2020 - Current | 4 |
| Tufts Health Plan | Watertown, MA | Jul 2019 - Apr 2020 | < 1 |
| State Street Bank | Boston, MA | Aug 2017 - Jul 2019 | 1 |
| Prudential Financial | Hartford, CT | May 2015 - Jul 2017 | 2 |
| Massmutual Financial Group | Springfield, MA | May 2013 - May 2015 | 2 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts1ACCOUNTS
-
Average Account Value$2,411
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
PA
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