Taylor
Hodges
Cornerstone Planning Group
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About this Advisor
Taylor Hodges is a financial advisor based in Tallahassee, Florida, working with Cornerstone Planning Group. Taylor has previously held positions at Park Avenue Securities LLC, Guardian Life Insurance Co Of America, Gwn Securities, Inc, Latitude Advisors, LLC, Tbh Financial, LLC, and Cornerstone Planning Group. Taylor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Taylor is part of Cornerstone Planning Group, which operates out of Tallahassee, Florida. The firm has 4 offices and 15 employees. The firm manages assets totaling $523.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cornerstone Planning Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Cornerstone Planning Group Brokerage Details
$523,309,849
15
2,367
$221,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Taylor Hodges Work History
Cornerstone Planning Group
Tbh Financial, LLC
Gwn Securities, Inc
Latitude Advisors, LLC
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
Disclosures
Please visit the SEC profile of Taylor Hodges to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Planning Group
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Tallahassee, FL
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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