Marni L. Hodder
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.
Marni L Hodder, AIF®, who also goes by Marni Luann Byram, Marni Luann Hodder, Marni Luann Poll, was a registered financial professional .
Marni is a previously registered financial professional and started their career in finance in 2001. Marni had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 30, 2013 - December 31, 2021
TRILINC ADVISORS, LLC
March 23, 2005 - October 27, 2011
TOW FINANCIAL ADVISORS
February 9, 2001 - April 17, 2003
OSAIC WEALTH, INC.
Primary Firm SEC Registration
TRILINC ADVISORS, LLC
CRD#: 166194 / SEC#: 801-106816
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRILINC ADVISORS, LLC
CRD#: 166194 / SEC#: 801-106816
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 285,590,181 |
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.
