Michael Hodges
Michael Hodges is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Fort Myers, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2012Other Business ActivitiesSells Insurance
Michael is a wealth advisor for Atlantic Insurance Group, focusing on non-variable insurance, dedicating about 10-20% of his time. He also operates under the DBAs Atlantic Capital Advisors and First1Financial for his LPL business, dedicating full-time hours and about 10-20% of his time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
Southern Trust Financial Planning
Securities America, INC.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Securities America, INC.Broker
First Tennessee Brokerage, INC.Broker
Countrywide Investment Services, INC.Broker
Ftb Advisors, INC.
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Nbc Capital Markets Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
Union Planters Investment Bankers Group, INC.Broker
Brenner Steed, INC.Broker
Southern Securities Investment Bankers, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.