Gregory
Hodges
Alight Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Hodges is a financial advisor working in Charlotte, North Carolina who has 2 years of relevant experience. Hodges is on the advisory team at Alight Financial Advisors, LLC. The advisor has gained experience at Prudential Investment Management Services LLC, Prudential Insurance Company Of America, Manning & Napier Advisors, LLC, Manning & Napier Investor Services, Inc, Newport Group, Inc, Newport Group Securities, Inc, Newport Group Consulting, LLC, Conduent Hr Services, Alight Financial Solutions, Mml Distributors, LLC and Massmutual. Hodges maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois, North Carolina and Utah. Alight Financial Advisors, LLC is a registered investment firm that has its headquarters in Charlotte, NC. The investment advisory business has a total of 60 employees. It has $31 billion in assets among its 238,735 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Alight Financial Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on which services are provided. However, fee types charged by Alight Financial Advisors, LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alight Financial Advisors, LLC Brokerage Details
$30,803,228,222
60
238,735
$129,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gregory Hodges Work History
Gregory has been registered as a financial advisor for 2 years.*
Alight Financial Solutions
Mml Distributors, LLC
Massmutual
Newport Group, Inc
Newport Group Securities, Inc
Newport Group Consulting, LLC
Conduent Hr Services
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
Prudential Investment Management Services LLC
Prudential Insurance Company Of America
*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 Gregory 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 Alight Financial Advisors, LLC
Lincolnshire, IL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Saint Petersburg, FL
Waco, TX
Sacramento, CA
Vacaville, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.