Lori Ann Hodge
Investment adviser representative at Aurora Private Wealth, Inc.
21 yearsExperience
1 stateRegistered in
$374MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Aurora Private Wealth, Inc.Feb 2024 to now
- Comprehensive Asset Management & Servicing, Inc.Sep 2010 to now
- Comprehensive Capital Management Inc.Sep 2010 to now
- Harper & HodgeSep 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Aurora Private Wealth, Inc.
$374MAssets managed
1,508Clients
19Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3221948
- Firm CRD
- 281604