Trini Hodapp (CRD# 7086246) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Salt Lake City, UT | Mar 2019 - Current | 5 |
| Biker's Edge | Kaysville, UT | Aug 2015 - Mar 2019 | 3 |
| Davis High School | Kaysville, UT | Aug 2015 - May 2018 | 2 |
| Home Comfort Care | Kaysville, UT | Mar 2015 - Dec 2016 | 1 |
| Kaysville Junior High | Kaysville, UT | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- TX
- UT
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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