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Taylor Boone Hodges

Cornerstone Planning Group

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About Taylor Boone Hodges

Taylor Hodges is a financial advisor with Cornerstone Planning Group. Taylor has over 10 years of experience in the financial services industry, with experience at several firms including GWN Securities Inc. and Park Avenue Securities LLC. Taylor is a Certified Financial Planner and holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Taylor Hodges is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Taylor Hodges’s Registration & Firm History

FL

05/27/2022 - Present

Cornerstone Planning Group (Talahassee FL)

FL

02/16/2016 - 05/02/2022

GWN SECURITIES INC. (TALLAHASSEE FL)

FL

01/01/2013 - 02/23/2016

PARK AVENUE SECURITIES LLC (TALLAHASSEE FL)

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Licenses & Designations

BC

Issued 02/15/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Boone Hodges.
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