John HodgkinCRD Number: 5039938
Current Firm: Independent Advisor Alliance, LLC
John Hodgkin (CRD# 5039938) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Roanoke, VA and has over 15 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mutual Of Omaha Investor Services, Inc.
Eagle Strategies LLC
|Independent Advisor Alliance||Roanoke, VA||Feb 2020 - Current||1|
|Lpl Financial LLC||Roanoke, VA||Apr 2010 - Current||11|
|Independent Advisor Alliance, LLC||Roanoke, VA||Feb 2014 - Feb 2020||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management7,652MILLIONS
Total Number of Accounts34,776ACCOUNTS
Average Account Value$220,037
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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