Bret Hodgdon, financial advisor Williston VT
90 score

Bret Hodgdon

CRD Number: 5605497
Current Firm: Cambridge Investment Research Advisors, Inc.

Bret Hodgdon (CRD# 5605497) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. 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
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2011 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Jun 2009 - Current 7
Davis & Hodgdon Associates Cpas, Plc Williston, VT Dec 1998 - Current 18

Bret Hodgdon has no recent exams reported.
Contact Info for Bret L. Hodgdon
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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