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David H

Series 63, Series 65

Beaver, PA

Comprehensive Capital Management, Inc.

David Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Comprehensive Capital Management since 2010 and is also involved with Harper & Hodge, an investment advisory and brokerage business. Additionally, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, and financial planning services. The firm employs a mix of fundamental and technical investment methods, including tactical overlays and market-timing strategies, managing assets on both discretionary and non-discretionary bases.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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Lori H

Series 63, Series 65

Beaver, PA

Comprehensive Capital Management, Inc.

Lori Hodge is a financial advisor at Comprehensive Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Comprehensive Capital Management since 2010. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension plans, and businesses. The firm employs a mix of fundamental and technical investment methods and offers both discretionary and non-discretionary account management.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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Raymond H

Series 63

Beaver, PA

Comprehensive Capital Management, Inc.

Raymond Harper is a financial advisor with Comprehensive Capital Management, Inc. He holds a Series 63 designation and has 50 years of industry experience. Harper has worked at Comprehensive Capital Management since 2010 and has also been involved with Harper & Hodge since 2002. He serves as a board member of the Senior Citizens Caring Foundation in Beaver, Pennsylvania. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a combination of fundamental and technical investment strategies, offering both discretionary and non-discretionary account management through a network of advisers.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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