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Michael Stephen Hodges

Advisor at LPL Financial — Clewiston, FL East Sugarland Hwy

Updated today

Credentials

Series 63, Series 66

Experience

37 years

Location

Clewiston, FL 33440

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Hodges is a financial advisor with LPL Financial in Clewiston, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Atlantic Capital Advisors since 2013 and previously held positions at firms including PNC Wealth Management and Southern Trust Financial Planning. Hodges is also involved with Atlantic Insurance Group, where he spends part of his time on non-variable insurance advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research tools and a large network of advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Clewiston, FL East Sugarland Hwy

300 East Sugarland Hwy

Clewiston FL 33440

Advisors at this office

1

Most active in

Florida

Work history

37 years of industry experience

Independent Financial Partners

2015 - 2019 • 4 years

Ft Myers, FL

Atlantic Capital Advisors

2013 - Present • 13 years

Fort Myers, FL

LPL Financial

2013 - Present • 13 years

Fort Myers, FL

Cetera Investment Services Llc

2013 - 2013 • 1 year

PNC Wealth Management

2012 - 2012 • 1 year

FL

Southern Trust Financial Planning

2009 - 2012 • 3 years

FL

Colonial Asset Management Inc

2008 - 2009 • 1 year

First Horizon Advisors, Inc.

2006 - 2008 • 2 years

Longwood, FL

First Horizon Advisors, Inc.

2004 - 2005 • 1 year

Longwood, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Frank H

Series 63, Series 65

Clewiston, FL

OSAIC Institutions, INC.

Frank Harris Sr. is a financial advisor at OSAIC Institutions, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior affiliations include New York Life Insurance Company, Provident Mutual, First Bank of Clewiston, and Infinex Investments, Inc. Outside of his advisory role, he serves as vice chairman of the Hendry Regional Medical Center Foundation and is active in local organizations including the Rotary Club of Clewiston, the Red Cross, and the Clewiston Library advisory board. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions within a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Kevin W

Series 66

Belle Glade, FL

Raymond James Financial

Kevin Wedgworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked for Morgan Stanley and its affiliated entities for 12 years. Outside of his advisory role, he is involved with the Dolly Hand Cultural Arts Center in Belle Glade, FL, serving on its Art and Culture Advisory Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Albert P

Series 66

Clewiston, FL

Edward Jones

Albert Perry is a financial advisor at Edward Jones in Clewiston, FL, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for the City of Clewiston for five years. Outside of financial advising, Perry is involved in entrepreneurial activities through his long-standing operation of Big Lake Sod LLC and Community Income Tax. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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