Profile picture for Carrie T. Hodge, CFP®, MBA,  PPC®

Carrie T. Hodge, CFP®, MBA, PPC®

Financial Consultant

Senior Vice President

Augusta, GA

Carrie T. Hodge, CFP®, MBA, PPC®

Carrie is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in Investment Management. Her career began in fixed income institutional sales in Atlanta, Georgia. She moved back to her hometown of Augusta, Georgia in 2007 and began her career with Georgia Bank & Trust Company – Now South State Bank, N.A. Carrie enjoys taking a relational, consultative approach with clients. As a Financial Consultant she is held to a fiduciary standard, and advises individuals with respect to investments, retirement planning, and insurance needs assessment. She also specializes in fixed income investments for institutional clients, municipalities, and nonprofit organizations.
 
Carrie graduated summa cum laude from the University of Georgia with a BBA in Finance and earned an MBA in Finance from Georgia State University. She has her Series 7, 63, and 65 registrations held through LPL Financial and is a Georgia and South Carolina Life, Accident & Sickness, and Variable products licensee. She also is licensed to assist clients with their Long Term Care needs.
 
Carrie has served on the boards of SafeHomes, Ronald McDonald House Charities and Leadership Augusta. She is currently on the Columbia County Foundation Board, focusing on workforce in education initiatives in Columbia County. Carrie also serves on the Board of the Wesley Foundation, serving campus ministry needs of students at Augusta University. Carrie was named to the Augusta Metro Chamber of Commerce Top 10 Young Professionals to Watch in 2013, and truly enjoys staying involved in the community.
 
When not at the office, Carrie enjoys jogging, cheering on the University of Georgia Bulldogs, and is an active member of Wesley United Methodist Church. She and her husband Jamie have two children, and a chocolate lab.
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Certifications

  • Series 7, 63, and 65 registrations held through LPL Financial
  • Georgia and South Carolina Life, Accident & Sickness, and Variable products licensee
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Professional Plan Consultant®

Education

  • University of Georgia – BBA in Finance
  • Georgia State University – MBA in Finance
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  • Broker
    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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