Lucas Hodge (CRD# 7353350) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Preston Wealth Advisors, LLC | Reston, VA | Jul 2022 - Current | 1 |
Mason Investment Advisory Services, Inc. | Reston, VA | Feb 2021 - Jul 2022 | 1 |
Davidsons Clothing | Roanoke, VA | Jul 2020 - Feb 2021 | < 1 |
Virginia Tech School Of Public And International Affairs | Blacksburg, VA | Aug 2019 - May 2020 | < 1 |
Full Time Student | Blacksburg, VA | Aug 2018 - May 2020 | 1 |
Jos. A. Bank Clothiers | Blacksburg, VA | Jun 2018 - Oct 2019 | 1 |
Full Time Student | Radford, VA | Aug 2013 - May 2018 | 4 |
Nextgen America | Radford, VA | Jul 2017 - Nov 2017 | < 1 |
Dicks Sporting Goods, Inc. | Christiansburg, VA | Apr 2017 - Sep 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- VA
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts1,043ACCOUNTS
-
Average Account Value$205,723
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Market timing services
- Educational seminars/workshops
CA, DC, FL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA
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