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PH

Philip A. Hodge

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CRD#: 247365
PH

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.

Philip Anthony Hodge, who also goes by Phil A. Hodge, Phil Hodge, was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 1973. Philip had worked at 18 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phil A. Hodge | Phil Hodge

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.
The advisor shows no other business activity.

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

May 19, 2011 - April 4, 2013

MICHIGAN INVESTMENT ADVISORS, LLC

RIA
CRD#: 143056
MACOMB, MI
Past

February 5, 2002 - October 5, 2005

BROADSTONE SECURITIES

BD
CRD#: 101600
ALBANY, NY
Past

October 19, 2001 - January 23, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ST. PETERSBURG, FL
Past

November 13, 2000 - October 2, 2001

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

May 17, 1998 - November 14, 2000

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

April 21, 1998 - May 1, 1998

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

August 29, 1996 - May 1, 1998

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

March 28, 1996 - August 7, 1996

WINGSPAN INVESTMENT SERVICES

BD
CRD#: 17516
CHICAGO, IL
Past

November 30, 1995 - March 21, 1996

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

November 4, 1993 - March 4, 1994

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

June 25, 1993 - November 1, 1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

BD
CRD#: 13741
EL PASO, TX
Past

July 17, 1992 - October 29, 1992

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 7, 1992 - October 29, 1992

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 7, 1991 - December 31, 1991

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

March 10, 1987 - December 31, 1988

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
Past

January 23, 1985 - June 7, 1985

FIRST OF MICHIGAN CORPORATION

BD
CRD#: 311
Past

April 22, 1980 - August 25, 1981

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

October 28, 1976 - November 13, 1978

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
Past

May 11, 1976 - December 17, 1976

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

January 23, 1973 - April 29, 1976

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205

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: 11/23/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 1/18/1973
Registered Representative Examination

Current Firm


MI
MICHIGAN INVESTMENT ADVISORS, LLC
MICHIGAN INVESTMENT ADVISORS, LLC

CRD#: 143056 / SEC#:

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Contact information


Main Address
51194 Romeo Plank Road, #205, Macomb, MI 48042
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


MICHIGAN INVESTMENT ADVISORS, LLC

CRD#: 143056

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