Clifford P. Hodge
Professional summary
Clifford Padgett Hodge III, who also goes by Clifford P Hodge, is a registered financial advisor currently at CORNERSTONE WEALTH located in Huntersville, North Carolina.
Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Clifford has worked at 4 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clifford Padgett Hodge III's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2018 - Present
CORNERSTONE WEALTH
Office #1: 16810 Kenton Drive Suite 200, Huntersville, NC 28078February 8, 2016 - March 29, 2018
FINTRUST INVESTMENT ADVISORY SERVICES, LLC
July 9, 2015 - April 4, 2018
FINTRUST BROKERAGE SERVICES, LLC
June 23, 2008 - May 5, 2014
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
CORNERSTONE WEALTH
CRD#: 289971 / SEC#: 801-112164
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2018)
Exams
Current Firm
CORNERSTONE WEALTH
CRD#: 289971 / SEC#: 801-112164
Contact information
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,834 |
| AUM (Assets Under Management) | $ 2,108,342,140 |
Red Flags
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