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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Hodge is a financial advisor with over 18 years of experience in the industry. Carolyn is currently registered with LPL Financial LLC and holds Series 7, Series 63, and Series 65 licenses. She is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Carolyn worked at UVEST FINANCIAL SERVICES GROUP, INC. and BANKERS BANC CAPITAL CORPORATION. Carolyn has a proven track record of providing comprehensive financial planning services to individuals, families, and businesses. She specializes in retirement planning, investment management, and estate planning. Carolyn is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
01/22/2014 - Present
LPL Financial LLC (AUGUSTA GA)
GA
03/20/2008 - 08/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (AUGUSTA GA)
GA
06/22/2004 - 10/02/2007
BANKERS BANC CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 01/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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