Bob Hodges
Bob Hodges is a registered investment advisor at Kovack Advisors, INC., based in Naples, FL, with 34 years of industry experience. Bob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
2272 Airport Rd S., Suite 207, Naples, FL, 34112
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Bob is the owner of Hodges Wealth Management LLC, dedicating all of his time to it. He is also an insurance agent selling fixed, variable, equity-indexed annuities, and long-term care insurance.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Moors & Cabot, INC
Moors & Cabot, INC.Broker
International Assets Advisory, LLCBroker
Janney Montgomery Scott LLCBroker
Painewebber IncorporatedBroker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Brown & Company Securities CorporationBroker
Delta First Financial, INC.Broker
J. W. Gant & Associates, INC.Broker
Venture Trading, INC.Broker
State Registrations8 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.