Carter Hodgson
Investment adviser representative at Crown Wealth Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$502.4MFirm 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
Experience
11 years in the industry.
- Crown Wealth Group LLCMar 2025 to now
- Wells FargoJul 2024 to Feb 2025
- StudentMar 2015 to May 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Crown Wealth Group LLC
$502.4MAssets managed
254Clients
8Advisers
5 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
- 7790470
- Firm CRD
- 299732