Advisor at Archer Investment Corporation
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Location
Flagler, CO 80815
Credentials
Series 65
Industry experience
29 years
Marcelino Dodge is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Archer Investment Corporation since 2018 and previously spent 14 years with HD Vest. In addition to his advisory roles, he serves as a director and officer for the Lamar Congregation of Jehovah's Witnesses and is involved with Young Living Essential Oils as an independent contractor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, offering both hands-on management and model-driven programs.
Based on Archer Investment Corporation
0.50% management fee for The Archer Funds, billed on daily average balance.
$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%
Account minimum: $25,000 Fee-only: Fee-only basis based on assets under management; no commissions or asset-based sales charges accepted.
319 Main Ave
Flagler, CO 80815
Colorado
Archer Investment Corporation
2018 - Present (8 years)
Cash Tracks Financial Inc
2008 - Present (18 years)
HD Vest
2004 - 2018 (14 years)
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