Daniel Hodge, financial advisor Beaver PA
93 score

Daniel Hodge

CRD Number: 5472702
Current Firm: Comprehensive Capital Management, Inc.

Daniel Hodge (CRD# 5472702) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Beaver, PA and has over 9 years of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor Beaver PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
105
Similar Advisors
August Consiglio, financial advisor Beaver PA
August D. Consiglio
CRD# 1516553
Nfp Advisor Services, LLC
Score
103
Similar Advisors
Christopher McMahon, financial advisor Beaver PA
Christopher S. McMahon
CRD# 1637681
Mcmahon Financial Advisors, LLC
Score
103
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Sep 2010 - Current 7
Comprehensive Capital Management, Inc. Parsippany, NJ Sep 2010 - Current 7
Harper & Hodge Beaver, PA Jul 2008 - Current 9
Financial Network El Segundo, CA Jan 2008 - Sep 2010 2
Pnc Financial Services Pittsburgh, PA Nov 2002 - Jul 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Daniel R. Hodge
Phone Number: 973-394-0404
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    273
    MILLIONS
  • Total Number of Accounts
    2,151
    ACCOUNTS
  • Average Account Value
    $126,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Daniel Hodge and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.