AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LH

Lester L. Hodges

Some features on this profile are disabled
CRD#: 1271040
LH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lester Lee Hodges JR, who also goes by L Lee Hodges Jr, Lee Lee Hodges Jr, Lester Lee Hodges, was a registered financial professional .

Lester is a previously registered financial professional and started their career in finance in 1994. Lester had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


L Lee Hodges Jr | Lee Lee Hodges Jr | Lester Lee Hodges

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PEARCE FINANCIAL - 301 THIRD STREET NW SUITE 218 WINTER HAVEN, FLORIDA 33881 - PRIV CORP - INVESTMENT ADVISOR - 2009 - 99% OF TIME - 120 HR/MO/TRD HRS - RECOMMEND SALE AND PURCHASE OF SECURIITES FOR A FEE - INVESTMENT RELATED 2. BRIAN S. PEARCE, INC. DBA DYNAMIC WEALTH MANAGEMENT - 301 THIRD STREET NW SUITE 218 WINTER HAVEN, FLORIDA 33881 - PRIV CORP - FIXED AND FIXED INDEXED ANNUITIES ALONG WITH LIFE INSURANCE. - 1% OF TIME - 1 HR/MO INVESTMENT RELATED

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 28, 2019 - January 23, 2020

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
Winter Haven, FL
Past

August 2, 2018 - July 15, 2019

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
Winter Haven, FL
Past

November 7, 2012 - August 3, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
WINTER HAVEN, FL
Past

August 11, 2009 - December 31, 2023

PEARCE FINANCIAL

RIA
CRD#: 133496
WINTER HAVEN, FL
Past

June 22, 2009 - November 7, 2012

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
WINTER HAVEN, FL
Past

May 23, 1996 - June 23, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WINTER HAVEN, FL
Past

May 17, 1996 - June 23, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WINTER HAVEN, FL
Past

April 12, 1995 - May 1, 1996

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

February 6, 1995 - April 7, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

February 6, 1995 - November 29, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 19, 1994 - December 19, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/4/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173
Phone number
(847) 342-1700
Established
Illinois since 09/13/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
170

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers


NamePositionCRD#
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
DUDAS, STEPHEN STANLEYPRESIDENT4820047
GOULD, CRAIG MICHAELCHIEF EXECUTIVE OFFICER2367293
LISHCHYNSKY, MARK JOHN JRCHIEF OPERATING OFFICER2478952
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Regulatory assets under management


Total Number of Accounts3,151
AUM (Assets Under Management)$ 944,844,374

Disclosures


Regulatory Event12

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLD EQUITY GROUP, INC.

CRD#: 29087

TRUST BUT VERIFY

Monitor Lester Hodges

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics