Stephen HodsonCRD Number: 1432216
Current Firm: Msi Financial Services, Inc.
Stephen Hodson (CRD# 1432216) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Falls Church, VA and has over 29 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Metropolitan Life Insurance Company||Vienna, VA||Jan 1985 - Current||31|
|Metlife Securities Inc.||Vienna, VA||Jan 1985 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1987|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV