MD
Marcelino Dodge
ARCHER INVESTMENT
Lamar, CO 81052
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CRD#: 2797964
MD
Professional summary
Marcelino Dodge, who also goes by Marcelino D Carr, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Lamar, Colorado.
Marcelino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Marcelino has worked at 6 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcelino D Carr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
H.D. Vest Insurance Agency Inc~'NIR'~6333 North State Hwy 161, 4th floor~Irving~TX~75038~Equity Indexed Annuity~Equity Indexed Annuity~9/10/2015~5hrs~1hrs~Sales/Service of EquityIndexed Annuities|The State Life Insurance Company~'NIR'~117 W Beech St~Lamar~CO~81052~Independent Insurance Agent~Insurance Sales Agent~1/1/2008~5hrs~0hrs~Presenting fixed annuities that include long term care coverage to clients on an as needed basis|Lamar Congregation of Jehovah's Witnessses~'NIR'~1701 S 8th St., P O Box 687~Lamar~CO~81052~Nonprofit~Director/Officer~6/2/2017~20hrs~0hrs~Assist other directors in teaching the congregation.|Young Living Essential Oils~'NIR'~809 S 3rd St~Lamar~CO~81052~Other~Other~10/1/2004~2hrs~0hrs~other=dietary supplements/ind. contractorYoung Living Essential Oils a|Cash Tracks Financial Inc.~'NIR'~117 W Beech St~Lamar~CO~81052~Tax Preparation/Accounting~President~1/1/2008~140hrs~140hrs~Run the business, insurance, income tax, accounting, and payroll|
CRS (Client Relationship Summary) - RIA
Click below to view Marcelino Dodge's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 13, 2018 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 117 West Beech St, Lamar, CO 81052RIA
CRD#: 136403
Lamar, CO
Past
October 26, 2004 - May 11, 2018
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LAMAR, CO
Past
May 20, 2003 - November 3, 2004
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
August 26, 1999 - May 1, 2003
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
May 5, 1997 - August 25, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
November 1, 1996 - April 22, 1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(7/13/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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