Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Clifton Hodder is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC, and is a licensed investment advisor representative in Texas and Wyoming. Previously, Edwin has been affiliated with other firms including Mutual Securities, Inc., Wells Fargo Advisors, LLC, and RBC Dain Rauscher Inc. He is a Series 7, 6, 63, 65, 24, and 31 licensed advisor and holds a SIE designation. Edwin specializes in financial planning, portfolio management, and pension consulting. He also provides other non-discretionary advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WY
06/06/2023 - Present
LPL Financial LLC (CASPER WY)
WY
11/20/2009 - 06/07/2023
MUTUAL SECURITIES, INC. (CASPER WY)
CO
04/28/2006 - 11/23/2009
WELLS FARGO ADVISORS, LLC (BOULDER CO)
NY
03/02/1998 - 05/04/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
11/05/1993 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
09/04/1990 - 11/09/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
10/25/1989 - 09/04/1990
BOETTCHER & COMPANY, INC.
WY
04/28/1988 - 10/30/1989
WYOMING FINANCIAL SECURITIES, INC. (CHEYENNE WY)
NA
02/05/1988 - 04/06/1988
EQUICO SECURITIES, INC.
NA
02/05/1988 - 03/29/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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