CH
Corey R. Hodges
IMPACT PARTNERSHIP WEALTH
Winston Salem, NC 27103
Some features on this profile are disabled
CRD#: 7176535
CH
Professional summary
Corey Ray Hodges is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Winston Salem, North Carolina.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Corey has worked at 4 firms and has passed the Series 65 exam.
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.
1) Fortified Futures, Inc; Investment-related; 514 S. Stratford Rd, Suite 200, Winston Salem, NC 27103; Insurance, Education, and Consulting; Owner/President; 05/2018; Approx. 160 hours/month; Approx. 120 hours/month during trading hours; Insurance sales, education, and consulting. 2) Fortified Financial Wealth, LLC; Investment-related; 514 S. Stratford Rd, Suite 200, Winston Salem, NC 27103; Insurance Sales; Licensed Insurance Agent; 03/2022; Approx. 0 hours/month during trading hours; Insurance sales. 3) Fortress Health; Yes Investment Related; 514 S. Stratford Rd, Suite 200, Winston Salem, NC 27103; Health Insurance; President & CEO; 02/2023; 40hrs/Mo Devoted; 20hrs/Mo Devoted during Security Trading Hours; Insurance sales, education, and consulting. 4) Estate Mentors, LLC; Not Investment Related; 514 S Stratford Rd Ste 320 Winston Salem, NC 27103; Estate Planning for Wills & Trust; Representative; 7/26/2024; 30hrs/Mo; 30hrs/Mo during Securities Trading Hours. Connect clients with licensed estate attorneys for Wills and Trust.
CRS (Client Relationship Summary) - RIA
Click below to view Corey Ray 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
April 4, 2022 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 514 S Stratford Rd Ste 320, Winston Salem, NC 27103RIA
CRD#: 313928
Winston Salem, NC
Past
May 21, 2021 - March 31, 2022
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Winston Salem, NC
Past
November 5, 2020 - May 21, 2021
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
Winston Salem, NC
Past
September 16, 2019 - September 18, 2020
CLARAPHI ADVISORY NETWORK, LLC
RIA
CRD#: 165868
Winston Salem, NC
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".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)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
North Carolina(4/4/2022)
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
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.
