RH
CFP
RH
CFP

Ronald Hodge

8 Years of Experience
Terre Haute, IN
Broker

Ronald Hodge is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Terre Haute, IN, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7205 S. State Road 46, Suite B, Terre Haute, IN, 47802

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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 Activities

Ronald holds a political office with the City of Terre Haute and is an officer (CEO) of Valley Group Wealth Management, dedicating minimal time to each. He also serves on the advisory board and finance/investment committee for Valley Professionals Community Health Center, spending a few hours per week advising on financial plans.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
VALIC Financial Advisors, INC.
June 2018 - June 2022 · 4 yrs
VALIC Financial Advisors, INC.Broker
June 2018 - June 2022 · 4 yrs
Raymond James Financial Services Advisors, INC
May 2017 - June 2018 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
April 2017 - June 2018 · 1 yr 2 mos
State Registrations15 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Ronald Hodge - Financial Advisor | TrueAdvisor