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Brandon Ray Hodgeson

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona
SIE, Series 6, Series 63, Series 65CFPClean record8 years registeredCAMBRIDGE FINANCIAL GROUP, LLC
6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 6102804Firm CRD# 117428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Ray Hodgeson · TUCSON, AZ
Registration
CRD #6102804 · CAMBRIDGE FINANCIAL GROUP, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Oct 2017present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · October 6, 2017
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE FINANCIAL GROUP, LLC
CRD 117428 · SEC 801-110472
AUM
$469M
Regulatory assets under management
Employees
9
1,318 client accounts
Services offered by CAMBRIDGE FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Brandon Ray Hodgeson offer?
Brandon Ray Hodgeson specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Brandon Ray Hodgeson's credentials?
Brandon Ray Hodgeson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brandon Ray Hodgeson located?
Brandon Ray Hodgeson is based in TUCSON, Arizona, working with CAMBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Brandon Ray Hodgeson charge for services?
Brandon Ray Hodgeson's firm is compensated through percentage of aum, subscription fees, other: % of income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL GROUP, LLC?
CAMBRIDGE FINANCIAL GROUP, LLC has approximately 9 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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