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Sarah Hodges

Advisor at LPL Financial

Updated today

Location

Marianna, FL

Credentials

Series 66

About

Sarah Hodges is a financial advisor with LPL Financial in Marianna, Florida. She holds the Series 66 designation. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors and participants, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of investment programs and solutions while managing more than $819 billion in advisory assets.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Marianna, FL

Most active in

Florida

Work history

LPL Financial LLC

2019 - Present (7 years)

Allen & Company Of Florida, Inc.

2012 - 2023 (11 years)

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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Cameron O

Series 66

Marianna, FL

Primerica Advisors

Cameron Oliver is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities in various roles since 2018. Outside of his advisory work, Oliver operates Oliver Financial Group LLC, a separate business entity. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner

David C

Series 63, Series 66

Marianna, FL

Edward Jones

David Carrel is a financial advisor at Edward Jones in Marianna, FL, holding Series 63 and Series 66 credentials with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of local real estate entities connected to his office location. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive

Grayson S

Series 66

Marianna, FL

Edward Jones

Grayson Stewart is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent five years at Troy University and five years at Providence Christian School. Outside of his advisory work, Stewart offers baseball pitching lessons through his business, Stewart Baseball Performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment options through a nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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