Joseph Christopher Hodgins
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2022 to now
- Cambridge Investment Research Inc.May 2022 to now
- Wells Fargo Clearing Services, LLCNov 2021 to May 2022
- Wells Fargo Bank, NAMar 2021 to May 2022
- WilcoJan 2020 to Jan 2021
- WincoNov 2017 to Jan 2020
- CabelasNov 2016 to Nov 2017
- SafewayAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, WA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7467352
- Firm CRD
- 134139