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Alan Russel Hodgson

ARS INVESTMENT ADVISORS, INC.·KAYSVILLE, Utah
SIE, Series 6TO, Series 7, Series 24, Series 63, Series 65CFP28 years registeredARS INVESTMENT ADVISORS, INC.
562 NORTH MAIN, KAYSVILLE, UT 84037CRD# 1695013Firm CRD# 293750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Russel Hodgson · KAYSVILLE, UT
Registration
CRD #1695013 · ARS INVESTMENT ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Jan 2024 – present
ARS INVESTMENT ADVISORS, INC.
Apr 2018 – Jun 2024
KAYSVILLE, UT
ALLEGIS INVESTMENT ADVISORS, LLC
May 2015 – Jul 2018
Farmington, UT
COMMONWEALTH FINANCIAL NETWORK
Aug 2012 – May 2015
BOUNTIFUL, UT
LINCOLN FINANCIAL ADVISORS CORPORATION
Sep 1997 – Sep 2012
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 15, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
ARS INVESTMENT ADVISORS, INC.
CRD 293750 · SEC 801-112807
AUM
$107M
Regulatory assets under management
Employees
5
513 client accounts
Services offered by ARS INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARS INVESTMENT ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Alan Russel Hodgson offer?
Alan Russel Hodgson specializes in Financial Planning, Investment Management. Contact their office in KAYSVILLE, Utah for a consultation.
What are Alan Russel Hodgson's credentials?
Alan Russel Hodgson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alan Russel Hodgson located?
Alan Russel Hodgson is based in KAYSVILLE, Utah, working with ARS INVESTMENT ADVISORS, INC.. Their office serves clients in the KAYSVILLE metropolitan area and surrounding communities.
How does Alan Russel Hodgson charge for services?
Alan Russel Hodgson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARS INVESTMENT ADVISORS, INC.?
ARS INVESTMENT ADVISORS, INC. has approximately 5 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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