Unclaimed
Patricia Hodgman is an Investment Advisor Representative at Asset Preservation Advisors, LLC in Atlanta, Georgia. Patricia has been in the industry since 2004 and is registered with the state of Georgia and Florida. Patricia specializes in providing financial advice and portfolio management services to individuals, corporations, and pooled investment vehicles.
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.
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.
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GA
12/07/2015 - Present
Asset Preservation Advisors, LLC (ATLANTA GA)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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