Lisa Hodges is a registered investment advisor at Shift to Impact, based in Durham, NC, with 6 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Socially Responsible Investing. Their firm serves 9 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Shift to Impact does not manage investment portfolios. They provide advice on how and where to open an investment account and what to buy and sell, but clients are responsible for implementing the recommendations.
Location
Durham, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shift to Impact
Previous Registrations
Shift to Impact
Vanderbilt Advisory Services
State Registrations3 states
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