Chaunda Hodges, financial advisor Morristown TN
93 score

Chaunda Hodges

CRD Number: 4481446
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chaunda Hodges (CRD# 4481446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Morristown, TN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Morristown, TN Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith, Incorporated Morristown, TN Nov 2014 - Current 2
Ftb Advisors, Inc. Morristown, TN Oct 2013 - Nov 2014 1
First Tennessee Brokerage Memphis, TN Apr 2008 - Nov 2014 6
Regions Bank Morristown, TN Jan 2008 - Nov 2014 6
Merrill Lynch, Pierce, Fenner & Smith Knoxville, TN Oct 2006 - Jan 2008 1
Horizon Realty Morristown, TN May 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Chaunda L. Hodges
Phone Number: 800-637-7455
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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