Bret HodgdonCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
People's Securities, Inc.
Lpl Financial LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2011 - Current||6|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2009 - Current||8|
|Davis & Hodgdon Associates Cpas, Plc||Williston, VT||Dec 1998 - Current||19|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- 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
- 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