AdvisorOS Directory
Claim Profile
Unclaimed Profile
RH

Robert Hubbard Hodge

HODGE FINANCIAL SERVICES, LLC·HINSDALE, New Hampshire
Series 7, Series 66Clean record29 years registeredHODGE FINANCIAL SERVICES, LLC
573 CHESTERFIELD ROAD, HINSDALE, NH 03451CRD# 3025369Firm CRD# 127213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Hubbard Hodge · HINSDALE, NH
Registration
CRD #3025369 · HODGE FINANCIAL SERVICES, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

HODGE FINANCIAL SERVICES, LLC
Jun 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 11, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HODGE FINANCIAL SERVICES, LLC
CRD 127213 · SEC 801-70530
AUM
$165M
Regulatory assets under management
Employees
1
46 client accounts
Services offered by HODGE FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other advisory services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HODGE FINANCIAL SERVICES, LLC →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HINSDALE?

Browse all registered financial advisors in HINSDALE, New Hampshire or claim this profile if it's yours.

Browse HINSDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Hubbard Hodge offer?
Robert Hubbard Hodge specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HINSDALE, New Hampshire for a consultation.
What are Robert Hubbard Hodge's credentials?
Robert Hubbard Hodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Hubbard Hodge located?
Robert Hubbard Hodge is based in HINSDALE, New Hampshire, working with HODGE FINANCIAL SERVICES, LLC. Their office serves clients in the HINSDALE metropolitan area and surrounding communities.
How does Robert Hubbard Hodge charge for services?
Robert Hubbard Hodge's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HODGE FINANCIAL SERVICES, LLC?
HODGE FINANCIAL SERVICES, LLC has approximately 1 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)EXETER (7)NEW LONDON (7)WOLFEBORO (7)KEENE (5)LEBANON (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile