CB&T Wealth Advisors | LPL Financial
Kyle Hodges
Vice President | Wealth Advisor
Phone
Branch/Office Location
Kyle Hodges
Vice President | Wealth Advisor
- B.S. Financial Management | National University
- CERTIFIED FINANCIAL PLANNERTM
- Certified Investment Management Analyst ( CIMA® )
- FINRA: Series 6, Series 7, Series 63 and Series 66 and Life & Health Insurance License #0E67664
Professional Background
With more than two decades of financial services experience, Kyle helps affluent individuals and families work toward their goals of accumulating and preserving wealth, and to leave behind a legacy based on their aspirations.
Realizing that today’s financial world continues to grow ever more complex, his holistic approach emphasizes simplifying strategies designed to work towards the financial needs of a clientele that includes executives, professionals, and late–stage business owners.
Before joining CB&T Wealth Advisors, Kyle was a financial advisor at US Bank and he has a BS in Financial Management from National University.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Products and Services I specialize in:
Wealth Advisors are registered with, and Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. California Bank & Trust, a division of Zions Bancorporation, N.A., and CB&T Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name CB&T Wealth Advisors, and may also be employees of CB&T. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CB&T, or CB&T Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CB&T provides referrals to financial professionals of LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.