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Ronald Wesley Hodge

Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. City of Terre HauteJan 2024 to now
  2. Raymond James Financial Services Advisors, Inc.May 2022 to now
  3. Raymond James Financial Services, Inc.May 2022 to now
  4. The Valley Group Wealth ManagementMay 2022 to now
  5. The Valley GroupMay 2022 to Oct 2024
  6. Valic Financial Advisors, Inc.Jun 2018 to May 2022
  7. Raymond James Financial Services Advisors Inc.May 2017 to Jun 2018
  8. Raymond James Financial Servicces,incMar 2017 to Jun 2018
  9. Raymond James Financial Services,incJun 2016 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
5740391
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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