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Glenn C Sanger-hodgson
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Glenn C. Sanger-hodgson

SHONAN GOLD FINANCIAL | Owner of Shonan Gold Financial LLC
TALLAHASSEE, FL
CRD#: 7485353
Glenn C Sanger-hodgson
AdvisorCheck Check Mark
Glenn C Sanger-hodgsonSHONAN GOLD FINANCIAL

Professional summary

Glenn C Sanger-hodgson is a registered financial advisor currently at SHONAN GOLD FINANCIAL LLC located in Tallahassee, Florida.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Glenn has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

Physicians
Students
Graduates

Biography

At Shonan Gold Financial, our focus is on creating an intentional alignment between a client's values and their finances by providing targeted financial advice, breaking down a full financial plan into series of easily accomplished steps. We provide focused and affordable financial planning for recent medical school graduates, including residents, early-career physicians and physician assistants. We also help solve student loan situations, creating cash flow and budgeting strategies that work, and navigating personal and professional transitions.

Question & Answer

What are your service offerings?
Financial planning
Student Loan Management
Cash flow and budgeting strate...
Life transitions
How do you get paid?
Hourly charges
% of AUM
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 Glenn C Sanger-hodgson'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

June 30, 2022 - Present

SHONAN GOLD FINANCIAL LLC

RIA
CRD#: 318265
TALLAHASSEE, FL

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
(6/30/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/5/2021
Uniform Investment Adviser Law Examination

Current Firm

SG
SHONAN GOLD FINANCIAL LLC
SHONAN GOLD FINANCIAL LLC

CRD#: 318265 / SEC#:

Florida
Registered Investment Advisory firm - (6/30/2022 Approved)
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Contact information

Main Address
Tallahassee, FL
Mailing Address
Phone number
(850) 966-3325
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 12,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

SHONAN GOLD FINANCIAL LLC

Owner of Shonan Gold Financial LLCCRD#: 318265Tallahassee, FL

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