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Lucas W Hodge

PRESTON WEALTH ADVISORS, LLC.·RESTON, Virginia
Unclaimed Profile
1886 METRO CENTER DRIVE, RESTON, VA 20190CRD# 7353350Firm CRD# 165983
01

About

Lucas W Hodge is a registered financial advisor based in RESTON, Virginia, affiliated with PRESTON WEALTH ADVISORS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRESTON WEALTH ADVISORS, LLC.
PRESTON WEALTH ADVISORS, LLC.
AUM
$215M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PRESTON WEALTH ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS
Regulatory
SEC/IARD CRD# 7353350
Firm CRD# 165983
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lucas W Hodge offer?
Lucas W Hodge specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RESTON, Virginia for a consultation.
What are Lucas W Hodge's credentials?
Lucas W Hodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucas W Hodge located?
Lucas W Hodge is based in RESTON, Virginia, working with PRESTON WEALTH ADVISORS, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Lucas W Hodge charge for services?
Lucas W Hodge's firm is compensated through percentage of aum, performance-based fees, other: subscription fees from advisory firms for market indicators. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESTON WEALTH ADVISORS, LLC.?
PRESTON WEALTH ADVISORS, LLC. has approximately 6 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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