Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Frederick Hodges is a financial advisor in SAN DIEGO, CA. Kyle Hodges has been in the industry since November 1996. Kyle Hodges has a Series 6, Series 7, and Series 66 license. Kyle Hodges is currently registered with LPL Financial LLC. Kyle Hodges's previous firms include Zions Direct, Inc., U.S. Bancorp Investments, Inc., Princor Financial Services Corporation, Principal Funds Distributor, Inc., and Wells Fargo Securities Inc. Kyle Hodges has a CFP designation.
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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2
CA
10/01/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/01/2011 - 03/23/2015
ZIONS DIRECT, INC. (SAN DIEGO CA)
CA
12/22/2009 - 09/02/2011
U.S. BANCORP INVESTMENTS, INC. (SAN MARCOS CA)
IA
01/20/2009 - 09/29/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
09/17/1998 - 09/29/2009
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CA
05/03/1996 - 05/29/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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