Lori Hodge
Lori Hodge is a registered investment advisor at Aurora Private Wealth, INC., based in Beaver, PA, with 27 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
1221 Third St, Beaver, PA, 15009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lori is a partner/owner at Lori A. Hodge, CPA & Assoc., PC, focusing on tax preparation and review, spending about half her time. She is also an IAR & RR at Harper & Hodge, dedicating about two-thirds of her time to sales, administration, and client meetings, and is the treasurer for Daniel R and Lori A Hodge, PC. Finally, Lori is an insurance producer for various insurance companies, dedicating a few hours per week, and a member of Kaymeg LLC, which owns rental property.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Comprehensive Capital Management, INC.
Apw Capital, INC.Broker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.
Exams
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