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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Hodge is a registered investment advisor representative in California and Louisiana. Benjamin has been in the industry for over 15 years and holds the Series 7, Series 24, and Series 66 licenses. Benjamin has worked for LPL Financial, Raymond James, and Triad Advisors. Currently, Benjamin is employed by Onedigital Investment Advisors and Integrated Wealth Concepts LLC. Benjamin's areas of specialization include retirement planning, college savings, estate planning, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/01/2019 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
01/02/2019 - 07/13/2023
TRIAD ADVISORS LLC (San Diego CA)
CA
07/29/2014 - 12/31/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/25/2008 - 07/30/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 10/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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