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Laura E Hodgson

Sargent Investment Group

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About Laura E Hodgson

Laura Hodgson is a registered investment advisor representative with Sargent Investment Group, a firm based in Bethesda, Maryland. Laura has been in the financial services industry since 2017. Laura has experience working with clients from various backgrounds, including high-net-worth individuals, corporations, and charitable organizations. Laura's primary focus is financial planning and portfolio management. Laura holds a Series 66, Series 7 and a SIE license. Laura is also registered to provide investment advisory services in Maryland.

Firm Information

Laura Hodgson is currently registered with Sargent Investment Group. Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.
Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Hodgson’s Registration & Firm History

MD

06/03/2024 - Present

Sargent Investment Group (BETHESDA MD)

MD

09/24/2021 - 07/07/2023

MORGAN STANLEY (Bethesda MD)

MD

05/19/2020 - 09/07/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 02/26/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura E Hodgson.
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