Bret Hodgdon, financial advisor Williston VT
90 score

Bret Hodgdon

CRD Number: 5605497
Current Firm: Copper Leaf Financial, LLC

Bret Hodgdon (CRD# 5605497) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has 1 year of experience in the finance industry. Bret Hodgdon 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.

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Professional Designations
Company Name Location Dates Years
Copper Leaf Financial, LLC Williston, VT Mar 2015 - Current 3
Davis & Hodgdon Associates Cpas Plc Williston, VT Jan 2005 - Current 13
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2011 - Dec 2016 5
Cambridge Investment Research, Inc. Fairfield, IA Jun 2009 - Dec 2016 7
Jda Financial Williston, VT Oct 2009 - Dec 2014 5

Bret Hodgdon has no recent exams reported.
Contact Info for Bret L. Hodgdon
Phone Number: 802-878-2731
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $243,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

LA, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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