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Paul Gerald Hodge is a financial advisor with Meridian Wealth Management, LLC, located in Lexington, Kentucky. Paul is a registered Investment Advisor in Arkansas, Georgia, Louisiana, Mississippi and Texas. Paul has been in the financial industry since July 2007. Paul is a Series 6, 7, 9, 10, 26, 63, and 65 licensed representative. Paul has a total of 8 years of prior industry experience.
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.
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
KY
08/24/2023 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
LA
07/14/2008 - 09/08/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mandeville LA)
IA
Issued 12/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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