EH
EH

Evan Hodson

37 Years of Experience
Killeen, TX
1 DisclosureBrokerSells Insurance

Evan Hodson is a registered investment advisor at LPL Financial LLC, based in Killeen, TX, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1711 E Central Texas Expy, Ste 303, Killeen, TX, 76541

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004
Closed-No Action
Other Business ActivitiesSells Insurance

Evan is a licensed insurance agent selling fixed insurance products since 2018. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Sii Investments, INC.
September 2002 - February 2018 · 15 yrs 5 mos
Sii Investments, INC.Broker
September 2002 - February 2018 · 15 yrs 5 mos
Intersecurities, INC.
April 1991 - September 2002 · 11 yrs 5 mos
Intersecurities, INC.Broker
April 1991 - September 2002 · 11 yrs 5 mos
Pw Securities, INC.Broker
January 1989 - April 1991 · 2 yrs 3 mos
State Registrations3 states
GATXWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.