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RH

Ronald Hodges

CRESTWAY ADVISORY GROUP
Plano, TX
Some features on this profile are disabled
CRD#: 6944020
RH

Professional summary

Ronald Hodges is a registered financial advisor currently at CRESTWAY ADVISORY GROUP located in Plano, Texas.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ronald has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ronald 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®
None

Experience

Current

January 1, 2021 - Present

CRESTWAY ADVISORY GROUP

RIA
CRD#: 309278
Plano, TX
Past

May 30, 2018 - April 16, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
FRISCO, TX

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
Texas
(1/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/20/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/30/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
CRESTWAY ADVISORY GROUP
CRESTWAY ADVISORY GROUP | CRESTWAY INSURANCE GROUP, LLC DBA | CRESTWAY INSURANCE GROUP, LLC

CRD#: 309278 / SEC#:

Texas
Registered Investment Advisory firm - (1/1/2021 Approved)
PREMIUM
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Contact information

Main Address
Plano, TX
Mailing Address
Phone number
(888) 274-1145
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

CRESTWAY ADVISORY GROUP

CRD#: 309278Plano, TX

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