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Carmen Moss Hodnett

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

Kissimmee, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Carmen is an insurance producer for Meridian Insurance LLC, selling life insurance and annuities, dedicating a few hours per week. She is also a managing member of CMHL3, LLC for business tax purposes, spending minimal time on this activity.

Employment History
Current Registrations
Meridian Wealth Management, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Southport Capital
May 2019 - May 2022 · 3 yrs
Principal Securities, INC.Broker
March 2008 - December 2016 · 8 yrs 9 mos
Princor Financial Services CorporationBroker
November 2005 - February 2008 · 2 yrs 3 mos
Dunwoody Brokerage Services, INC.Broker
February 2001 - September 2005 · 4 yrs 7 mos
Manequity, INC.Broker
June 2000 - February 2001 · 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Carmen Moss Hodnett - Financial Advisor | TrueAdvisor