Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Hodge is a financial advisor registered with Independent Advisor Alliance, LLC. William has been in the financial services industry for over 7 years. William holds a Series 6, Series 7, Series 63 and Series 66 license. William has worked with First Command Financial Planning, Inc. and Allstate Financial Services, LLC. William has experience in portfolio management for individuals and businesses. William also provides financial planning and educational seminars.
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.
1
2
SC
08/19/2022 - Present
Independent Advisor Alliance, LLC (Columbia SC)
GA
06/15/2017 - 12/31/2021
ALLSTATE FINANCIAL SERVICES, LLC (Martinez GA)
GA
03/02/2015 - 10/22/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (EVANS GA)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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