Joseph Hodgins (CRD# 7467352) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakebay, WA and has over 2 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | May 2022 - Current | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | May 2022 - Current | 1 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | May 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Bainbridge Island, WA | Nov 2021 - May 2022 | < 1 |
| Wells Fargo Bank, Na | Bainbridge Island, WA | Mar 2021 - May 2022 | 1 |
| Wilco | Gig Harbor, WA | Jan 2020 - Jan 2021 | 1 |
| Winco | Everett, WA | Nov 2017 - Jan 2020 | 2 |
| Cabelas | Union Gap, WA | Nov 2016 - Nov 2017 | 1 |
| Safeway | Bonneylake, WA | Aug 2016 - Nov 2016 | < 1 |
| Gamestop | Bonneylake, WA | Sep 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- IA
- WA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, WY
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