Shetland Financial, Pllc

Shetland Financial, Pllc (CRD# 308958) is a financial advisory firm headquartered in Center Valley, PA. They manage $2,411 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3477 Corporate Pkwy, Suite 100, Center Valley, PA 18034
http://www.shetlandadv.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Shetland Financial, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Dodgson, financial advisor Center Valley PA
Kevin M. Dodgson
CRD#: 7247408
3477 Corporate Pkwy, Suite 100, Center Valley, PA 18034

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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