Michael
Hodgson
Lvz, Inc
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About this Advisor
Michael Hodgson is a financial advisor based in Rock Hill, New York, working with Lvz, Inc. Michael has previously held positions at Next Financial Group Inc and Lvz, Inc. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York and Ohio. Currently, Michael is part of Lvz, Inc, which operates out of Rock Hill, New York. The firm has 14 offices and 23 employees. The firm manages assets totaling $874.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lvz, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lvz, Inc Brokerage Details
$874,644,000
23
5,075
$172,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Hodgson Work History
Lvz, Inc
Next Financial Group Inc
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
Holland, MI
Belleair, FL
Clarkesville, GA
Wildwood, MO
Rock Hill, NY
Grand Rapids, MI
Holland, MI
Cordele, GA
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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