Joshua HodgeCRD Number: 5623049
Current Firm: Charles Schwab & Company, Inc.
Joshua Hodge (CRD# 5623049) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntersville, NC and has over 8 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Charles Schwab & Company, Inc.||Huntersville, NC||May 2017 - Current||< 1|
|Charles Schwab Bank||Huntersvile, NC||May 2017 - Current||< 1|
|Pnc Investments||Charlotte, NC||Jul 2014 - May 2017||2|
|Pnc Investments||Pittsburgh, PA||Sep 2012 - Jul 2014||1|
|Pnc Investments||Pittsburgh, PA||Mar 2011 - Sep 2012||1|
|Pnc Investments||Pittsburgh, PA||Mar 2010 - Mar 2011||1|
|Pnc Investments||Pittsburgh, PA||Oct 2008 - Mar 2010||1|
|Pnc Bank||Pittsburgh, PA||Jun 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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