Integra Wealth (CRD# 149999) is a financial advisory firm headquartered in Chattanooga, TN. They manage $20,767,800 in 170 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$122,164
- 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
David Hodges (CRD# 4508507) is an Investment Advisor Representative working at Integra Wealth in Chattanooga, TN and has 1 year of experience in the finance industry. David Hodges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.