David A. Hodges

INTEGRA WEALTH

Chattanooga, TN 37408

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CRD#: 4508507

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 .

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.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Business Succession Planning

Investment Planning

Divorce Planning

Estate Planning

Tax Planning

Do you have an area of expertise or specialization?

Business Owners

High Net Worth Client Needs

Medical Professionals

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

David A 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Arthur Hodges's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 28, 2009 - Present

INTEGRA WEALTH

Office #1: 101 W. 21st Street, Chattanooga, TN 37408

RIA

CRD#: 149999

Chattanooga, TN

Past

January 3, 2008 - January 23, 2009

GUARDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 118668

CHATTANOOGA, TN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/17/2015)

IAR

North Carolina
(5/8/2025)

IAR

Tennessee
(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

Current Firm

INTEGRA WEALTH

INTEGRA WEALTH | INTEGRA WEALTH, LLC

CRD#: 149999 / SEC#:

Georgia

Registered Investment Advisory firm - (7/17/2015 Approved)

Louisiana

Registered Investment Advisory firm - (11/9/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (5/8/2025 Approved)

Tennessee

Registered Investment Advisory firm - (4/17/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

101 W. 21st Street, Chattanooga, TN 37408

Mailing Address

Phone number

(423) 664-0344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	401
AUM (Assets Under Management)	$ 84,157,045

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.

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David A. Hodges

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Arthur Hodges's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRA WEALTH

GUARDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

INTEGRA WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRA WEALTH

TRUST BUT VERIFY

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