David Arthur Hodges
CFP®Professional Summary
David Arthur Hodges, CFP®, who also goes by David A Hodges, is a registered financial advisor currently at INTEGRA WEALTH located in Chattanooga, Tennessee. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Tax Planning
Specializations
Biography
Clients require a professional relationship with all of their professional advisors (Accountant, Attorney, Insurance Agent, etc.) that puts their concerns, goals, values, and dreams at the center all the time. My role is to lead the professional advisor team.
Other Aliases
David A Hodges
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Videos & Posts
This advisor has not added any videos or posts yet.
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OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
INTEGRA WEALTH | INTEGRA WEALTH, LLC
Contact Information
Main Address
101 W. 21st Street, Chattanooga, TN 37408Phone Number
(423) 664-0344# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
411AUM (Assets Under Management)
$116,465,458Similar Advisors
OSAIC WEALTH, INC.
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.
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Primary Firm SEC Registration
INTEGRA WEALTH | INTEGRA WEALTH, LLC
State Registrations and Notice Filings
(4/28/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view David Arthur Hodges's CRS (Customer Relationship Summary).
Services Offered by David
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Tax Planning
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OSAIC WEALTH, INC.
