Benjamin Hodge (CRD# 5558821) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 15 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Jan 2019 - Current | 5 |
| Resources Investment Advisors | Overland Park, KS | Dec 2018 - Current | 5 |
| Lpl Financial LLC | San Diego, CA | Jul 2014 - Dec 2018 | 4 |
| Independent Financial Partners | Tampa, FL | Jul 2014 - Dec 2018 | 4 |
| Raymond James Financial Services | Santee, CA | Jun 2008 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CA
- LA
-
Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
-
Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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