Unclaimed
Lucas Hodge is an investment advisor representative with Verdence Capital Advisors, LLC, and is registered in Virginia. Lucas holds the Series 65 and SIE licenses. Lucas has over 10 years of experience in the financial services industry and has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Lucas provides investment advisory services and financial planning for individuals and families.
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.
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
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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2
MD
10/18/2024 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
IA
Issued 02/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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