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Diana Hodge

AMERICAN VALUES INVESTMENTS, INC.·BRISTOL, Virginia
Unclaimed Profile
110 PIEDMONT AVE SUITE 201, BRISTOL, VA 24201CRD# 6087804Firm CRD# 117116
01

About

Diana Hodge is a registered financial advisor based in BRISTOL, Virginia, affiliated with AMERICAN VALUES INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AMERICAN VALUES INVESTMENTS, INC.
AMERICAN VALUES INVESTMENTS, INC.
AUM
$24M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6087804
Firm CRD# 117116
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Diana Hodge offer?
Diana Hodge specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BRISTOL, Virginia for a consultation.
What are Diana Hodge's credentials?
Diana Hodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diana Hodge located?
Diana Hodge is based in BRISTOL, Virginia, working with AMERICAN VALUES INVESTMENTS, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Diana Hodge charge for services?
Diana Hodge's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN VALUES INVESTMENTS, INC.?
AMERICAN VALUES INVESTMENTS, INC. has approximately 1 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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