Unclaimed
Ronald Hodge is an investment advisor representative with Raymond James Financial Services Advisors, Inc. with over 15 years of experience in the industry. Ronald is registered in 17 states and holds Series 7, 9, 10, 66 and SIE licenses. Ronald has been associated with Raymond James Financial Services, Inc. since 2017 and has previously worked at VALIC FINANCIAL ADVISORS, INC. Ronald is also the CEO of Valley Group Wealth Management and is a member of the advisory board for Valley Professionals Community Health Center. Ronald is focused on helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
06/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (Terre Haute IN)
IN
06/13/2018 - 06/09/2022
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
04/20/2017 - 06/12/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (TERRE HAUTE IN)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Hodge is the right advisor for you? Invested Better is here to help.