Unclaimed
Christopher Hodges is an investment advisor representative at Madison Investment Advisors, LLC. Christopher has been in the financial services industry for over 13 years and has held previous roles at Legg Mason Investor Services, LLC and T. Rowe Price Investment Services, Inc. Christopher holds licenses Series 63, Series 65, Series 7, and SIE. Christopher specializes in working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
Subadvisory portfolio management in wrap sponsor programs and models
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.
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WI
06/11/2024 - Present
Madison Investment Advisors, LLC (MADISON WI)
CT
01/23/2012 - 12/26/2014
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
MD
06/16/2011 - 01/13/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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