Drew Hodgson (CRD# 7371378) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has 1 year of experience in the finance industry. Drew Hodgson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Solutions Insurance Services | El Segundo, CA | Nov 2022 - Current | 1 |
| Whitaker-myers Wealth Managers, Ltd. | Mansfield, OH | Oct 2022 - Current | 1 |
| Mml Investors Services | Dublin, OH | Jun 2021 - Oct 2022 | 1 |
| Mass Mutual Life Insurance Company | Dublin, OH | Apr 2021 - Oct 2022 | 1 |
| Skylight Financial Group | Dublin, OH | Jun 2021 - Sep 2022 | 1 |
| Doordash | Upper Arlington, OH | Jan 2017 - Jun 2021 | 4 |
| The University Of Akron | Akron, OH | Jul 2017 - May 2021 | 3 |
| Color World Housepainting | Powell, OH | Oct 2019 - Apr 2021 | 1 |
| Dublin City Schools | Dublin, OH | May 2011 - Jul 2017 | 6 |
| Montgomery Inn | Dublin, OH | Aug 2015 - Jan 2017 | 1 |
| Walgreens | Shawnee Hills, OH | Jun 2015 - Aug 2015 | < 1 |
| School | Dublin, OH | Oct 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- OH
- TX
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Total Assets Under Management513MILLIONS
-
Total Number of Accounts7,714ACCOUNTS
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Average Account Value$66,506
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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- Other
AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV
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