TH
Taylor B. Hodges
CORNERSTONE PLANNING GROUP
Talahassee, FL 32308
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CRD#: 5911064
TH
Professional summary
Taylor Boone Hodges, who also goes by Taylor Hodges, is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Talahassee, Florida.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Taylor has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor 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.
FLORIDA INTEGRATED PROFESSIONALS, LLC POSITION: Manager NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 03/01/2016 ADDRESS: 2001 Thomasville Rd, Tallahassee FL 32308 DESCRIPTION: I am one of the owners of the business. The business will opperate a website to market my financial planning firm. Any introductions to new or existing clients made through this entity will be redirected to conduct business with TBH-Financial, my regsitered firm. LIFE, HEALTH AND DISABILITY INSURANCE POSITION: Broker NATURE: Life, Health and Disability Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2016 ADDRESS: 3333 Pops Pride Way, Tallahassee FL 32303 DESCRIPTION: Offering Life, Health and Disability Insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Boone 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®
NoneExperience
Current
May 2, 2022 - Present
CORNERSTONE PLANNING GROUP
Office #1: 2001 Thomasville Road, Suite B200, Talahassee, FL 32308RIA
CRD#: 307189
Talahassee, FL
Past
March 1, 2016 - April 29, 2022
LATITUDE ADVISORS, LLC
RIA
CRD#: 151001
Tallahassee, FL
Past
February 16, 2016 - May 2, 2022
GWN SECURITIES INC.
BD
CRD#: 128929
TALLAHASSEE, FL
Past
May 11, 2015 - February 23, 2016
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
TALLAHASSEE, FL
Past
January 1, 2013 - February 23, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
TALLAHASSEE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH
CRD#: 307189 / SEC#: 801-118222
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)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
Florida(5/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH
CRD#: 307189 / SEC#: 801-118222
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Passaic Avenue Suite 201, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 487-3220
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,646 |
| AUM (Assets Under Management) | $ 650,035,096 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORNERSTONE PLANNING GROUP
CRD#: 307189Talahassee, FL 32308TRUST BUT VERIFY
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