Michael
Hodgson

Lvz, Inc

CRD#4648088
Investment Advisor
in Rock Hill, NY

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About this Advisor

Michael Hodgson is a financial advisor who works out of Rock Hill, New York who has 2 years of relevant experience. Hodgson works at Lvz, Inc. The advisor has gained experience at Next Financial Group Inc and Lvz, Inc. Hodgson has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Ohio. Lvz, Inc is a registered investment business that has its headquarters in Holland, MI. The investment advisory business has offices in 10 locations and a total of 21 financial advisors. It manages $808 million in assets between its 5,192 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 5,192 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets. Lvz, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on which services are offered. Fee types charged by Lvz, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Rock Hill, NY

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Lvz, Inc Brokerage Details

Total Assets Under Management

$808,429,000

NY Average: $943,424,332
Total Number of Employees

21

NY Average: 21
Total Number of Accounts

5,192

NY Average: 1,586
Average Account Size

$155,707

NY Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Hodgson Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lvz, Inc

2009 - 2021 (12 years)

Next Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Hodgson 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 Lvz, Inc

Zachary Phillips
Clarkesville, GA
Mark Vandermeer
Holland, MI
Joseph Bartmess
Wildwood, MO
Matthew Bostwick
Belleair, FL
Peter Ruther
Holland, MI
Eric Sale
Holland, MI
Michael Hodgson
Rock Hill, NY
Nathan Wood
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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