Glenn C. Sanger-hodgson
SHONAN GOLD FINANCIAL LLC | Owner of Shonan Gold Financial LLC
TALLAHASSEE, FL
CRD#: 7485353
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.
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
Do you have an area of expertise or specialization?
Physicians
Students
Graduates
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.
Financial Planning Association of Florida, Inc, non-investment related, Dogwood Way, Naples, FL 34116, non-profit association, Treasurer, 04/2024, 4 Hours per month, 0 hours per month, general financial oversight SmartPath, Inc, non-investment related, 2451 Cumberland Pkwy SE, Suite 3608, Atlanta, GA 30339, Financial Wellness, Presenter, 03/2024, 10 hours per month, 5 hours per month, presenting financial wellness webinars Columbia College of Missouri, non-investment related, 1001 Rogers Street, Columbia, MO 65216, College, Online Adjunct Instructor, Employee, 11/2023, 64 hours per month, 52 hours per month, providing online instruction for courses including personal finance, business and real estate. St. John's Episcopal Church, non-investment related, 211 N Monroe St, Tallahassee, FL 32301, Church, Media Production Support, Employee, 09/2023, 7 Hours, 0 Hours during trading, directing live video production of services and other administrative support as needed Zarnelle LLC, dba Supremely You, non-investment related, 2227 Willie Vause Rd. Apt. B, Tallahassee FL, 32303, Social Media Management and Relationship Marketing, Owner, Producer and Editor, 06/2017, 10 hours per month, 10 hours per month, administrative tasks, producing and editing
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®
NoneExperience
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)
Current Firm
SG
SHONAN GOLD FINANCIAL LLC
SHONAN GOLD FINANCIAL LLC
CRD#: 318265 / SEC#:
Florida
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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
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 9,386 |
Red Flags
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Company Information
SHONAN GOLD FINANCIAL LLC
Owner of Shonan Gold Financial LLCCRD#: 318265Tallahassee, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
