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Virginia Ann Hodge

Kestra Advisory Services, LLC

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About Virginia Ann Hodge

Virginia Hodge is a financial advisor with Kestra Advisory Services, LLC. Virginia has been a Registered Representative since 1997 and has over 25 years of experience in the financial industry. Virginia has a deep understanding of financial planning and investment management, and is committed to providing her clients with personalized financial advice. Virginia Hodge works with individual investors, families, and small businesses to help them achieve their financial goals.

Firm Information

Virginia Hodge is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Virginia Hodge’s Registration & Firm History

TX

07/19/2024 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

MO

03/27/2023 - 04/16/2024

EDWARD JONES (ST. LOUIS MO)

NY

07/13/2022 - 11/18/2022

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

TN

03/02/2020 - 04/13/2022

EDWARD JONES (FRANKLIN TN)

SC

04/10/2006 - 02/05/2015

LPL FINANCIAL LLC (FORT MILL SC)

TN

07/03/2003 - 03/20/2006

SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)

NY

06/18/2002 - 06/16/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

CT

10/02/2001 - 05/02/2002

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

SC

11/04/1997 - 09/21/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

08/05/1991 - 09/09/1997

J.C. BRADFORD & CO. (NEW YORK NY)

GA

03/21/1990 - 08/22/1990

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/17/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/13/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/05/2020

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Virginia Ann Hodge. Review regulatory record here.
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