Lucas
Hodge
Preston Wealth Advisors, LLC
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About this Advisor
Lucas Hodge is a financial advisor based in Reston, Virginia, working with Preston Wealth Advisors, LLC. Lucas has previously held positions at Preston Wealth Advisors, LLC, Mason Investment Advisory Services, Inc, Davidsons Clothing, Virginia Tech School Of Public And International Affairs, Jos. A. Bank Clothiers, Full Time Student, Nextgen America, and Dicks Sporting Goods, Inc. Lucas has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Lucas is part of Preston Wealth Advisors, LLC, which operates out of Reston, Virginia. The firm has 6 employees and manages assets totaling $214.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, market timing services, and educational seminars. The fee structure at Preston Wealth Advisors, LLC includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
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Office Location
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Preston Wealth Advisors, LLC Brokerage Details
$214,569,272
6
1,043
$205,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Market timing services
- Educational seminars/workshops
Lucas Hodge Work History
Preston Wealth Advisors, LLC
Mason Investment Advisory Services, Inc
Davidsons Clothing
Virginia Tech School Of Public And International Affairs
Jos. A. Bank Clothiers
Full Time Student
Nextgen America
Dicks Sporting Goods, Inc
Full Time Student
Disclosures
Please visit the SEC profile of Lucas Hodge 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 Preston Wealth Advisors, LLC
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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