Brian Hodgeman, financial advisor Covington KY
96 score

Brian Hodgeman

CRD Number: 3146435
Current Firm: M Holdings Securities, Inc.

Brian Hodgeman (CRD# 3146435) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Sep 2014 - Current 2
Evergreen Consulting Covington, KY Sep 2014 - Current 2
Htt Agency Cincinnati, OH Jan 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Brian C. Hodgeman
Phone Number: 800-656-6960
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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