Brandon
Hodgeson
Cambridge Financial Group, LLC
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About this Advisor
Brandon Hodgeson is a certified financial planner who works out of Tucson, Arizona, who has 6 years of relevant experience. Hodgeson currently works for Cambridge Financial Group, LLC. Throughout their career, Hodgeson has worked at Jpmorgan Chase Bank, J.P. Morgan Securities LLC and Cambridge Financial Group, LLC. Hodgeson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona. Cambridge Financial Group, LLC is a registered investment firm that has its headquarters in Tucson, AZ. It manages $402 million in assets under management between its 1,269 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,269 accounts, 47% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cambridge Financial Group, LLC performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees typically are based on the type of services offered. However, fee types charged by Cambridge Financial Group, LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Financial Group, LLC Brokerage Details
$401,685,763
9
1,269
$316,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brandon Hodgeson Work History
Brandon has been registered as a financial advisor for 6 years.*
Cambridge Financial Group, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Hodgeson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Financial Group, LLC
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
