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Luther Hartwell Hodges

WAYCROSS INVESTMENT MANAGEMENT COMPANY·BELLINGHAM, Washington
Series 65Clean record13 years registeredWAYCROSS INVESTMENT MANAGEMENT COMPANY
119 N COMMERCIAL ST, BELLINGHAM, WA 98225CRD# 6032162Firm CRD# 105034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luther Hartwell Hodges · BELLINGHAM, WA
Registration
CRD #6032162 · WAYCROSS INVESTMENT MANAGEMENT COMPANY · 13 years registered
Brand Profile
Not yet started
01

Career History

WAYCROSS INVESTMENT MANAGEMENT CO
Feb 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 15, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAYCROSS INVESTMENT MANAGEMENT COMPANY
CRD 105034 · SEC 801-120007
AUM
$195M
Regulatory assets under management
Employees
4
149 client accounts
Services offered by WAYCROSS INVESTMENT MANAGEMENT COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WAYCROSS INVESTMENT MANAGEMENT COMPANY →
Introduction

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Frequently Asked Questions

What services does Luther Hartwell Hodges offer?
Luther Hartwell Hodges specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are Luther Hartwell Hodges's credentials?
Luther Hartwell Hodges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luther Hartwell Hodges located?
Luther Hartwell Hodges is based in BELLINGHAM, Washington, working with WAYCROSS INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does Luther Hartwell Hodges charge for services?
Luther Hartwell Hodges's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAYCROSS INVESTMENT MANAGEMENT COMPANY?
WAYCROSS INVESTMENT MANAGEMENT COMPANY has approximately 4 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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