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Bridgette G Hodge

Investment adviser representative at Everpar Advisors LLC
15 yearsExperience
1 stateRegistered in
$587.8MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Everpar Advisors LLCDec 2023 to now
  2. Morgan Stanley Smith Barney LLCNov 2011 to Dec 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (OK).

Everpar Advisors LLC

$587.8MAssets managed
250Clients
10Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5273074
Firm CRD
326468
Advisor's SEC record (opens in a new tab)
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