Clifford Padgett Hodge
Investment adviser representative at Cornerstone Wealth
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cornerstone Wealth Group LLCMay 2018 to now
- Cornerstone WealthApr 2018 to now
- Fintrust Investment Advisory Services, LLCFeb 2016 to Apr 2018
- Fintrust Brokerage Services, LLCJul 2015 to Apr 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cornerstone Wealth
Legal name: Cornerstone Wealth Group, LLC
$2.5BAssets managed
2,506Clients
30Advisers
8 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
- 5539479
- Firm CRD
- 289971