John
Hodgkin
Independent Advisor Alliance, LLC
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About this Advisor
John Hodgkin is a financial advisor based in Roanoke, Virginia with 9 years of industry experience. Hodgkin works at Independent Advisor Alliance, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Independent Advisor Alliance, LLC and Independent Advisor Alliance. Hodgkin maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas and Virginia. Independent Advisor Alliance, LLC is a registered investment firm that has its headquarters in Charlotte, NC. The investment advisory business has offices in 132 locations and a total of 227 financial advisors. It oversees $10 billion in assets under management across its 47,432 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 47,432 customer accounts, 28% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Independent Advisor Alliance, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Hodgkin Work History
John has been registered as a financial advisor for 9 years.*
Independent Advisor Alliance
Lpl Financial LLC
Independent Advisor Alliance, LLC
*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 John Hodgkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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