Lloyd Hodgin, financial advisor Aberdeen SD

Lloyd Hodgin

CRD Number: 2954267
Current Firm: Wealth Plus Of The Dakotas, Inc.

Lloyd Hodgin (CRD# 2954267) is an Investment Advisor Representative working at Wealth Plus Of The Dakotas, Inc. in Aberdeen, SD and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Saxony Securities, Inc. St. Louis, MO Jul 2019 - Current 4
Wealth Plus Of The Dakotas, Inc. Aberdeen, SD Feb 2017 - Current 7
Premier Tax Services, Inc. Aberdeen, SD Feb 2010 - Current 14
Dakota Financial Service Inc. Britton, SD Jan 2000 - Current 24
Capital Financial Services, Inc. Minot, ND Feb 2007 - Jul 2019 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Oct 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lloyd D. Hodgin
Phone Number: 605-622-7801
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $862,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

ND, SD

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