Lori HodgeCRD Number: 3221948
Current Firm: Comprehensive Capital Management, Inc.
Lori Hodge (CRD# 3221948) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 23 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Comprehensive Asset Management & Servicing, Inc.||Parsippay, NJ||Sep 2010 - Current||11|
|Comprehensive Capital Management Inc.||Parsippany, NJ||Sep 2010 - Current||11|
|Harper & Hodge||Beaver, PA||Sep 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management64MILLIONS
Total Number of Accounts628ACCOUNTS
Average Account Value$102,139
- 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)
- Market timing services
AZ, CA, FL, IL, KS, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA
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