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Herman Alfred Dodson

MacRo Advisors, Inc.

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About Herman Alfred Dodson

Herman Alfred Dodson is a Registered Representative with MacRo Advisors, Inc., a firm that has been in business since 2006. He is licensed in Pennsylvania and South Carolina. Herman has been in the securities industry since 1984. He is licensed to provide a variety of financial services, including financial planning, portfolio management, and pension consulting. He is also a Chartered Financial Consultant. Herman has a long history of experience in the financial services industry, and he is committed to providing his clients with the highest level of service. He is passionate about helping clients achieve their financial goals.

Firm Information

Herman Dodson is currently registered with MacRo Advisors, Inc.. MacRo Advisors, Inc. is an investment advisory firm based in York, PA, with a total of $208,504,099 in regulatory assets under management. They specialize in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 6 licensed agents and 7 investment advisor representatives.
MacRo Advisors, Inc.

526 GREENBRIAR ROAD

YORK, PA 17404

$208.50M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Herman Dodson’s Registration & Firm History

PA

01/19/2024 - Present

MacRo Advisors, Inc. (HAZLETON PA)

PA

06/05/1984 - 11/06/2006

METLIFE SECURITIES INC. (HAZLETON PA)

PA

06/05/1984 - 11/06/2006

METROPOLITAN LIFE INSURANCE COMPANY (HAZLETON PA)

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Licenses & Designations

BC

Issued 01/08/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/18/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herman Alfred Dodson.
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