DH
CFA · CFP
DH
CFA · CFP

David Hodge

15 Years of Experience
Grand Rapids, MI
Broker

David Hodge is a CFA, CFP-designated registered investment advisor, based in Grand Rapids, MI, with 15 years of industry experience.

Location

40 Pearl St., NW, Suite 500, Grand Rapids, MI, 49503-3026

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Paralel Distributors
August 2025 - Present · 8 mos
Paralel DistributorsBroker
August 2025 - Present · 8 mos
Npf Investment Advisors
September 2018 - Present · 7 yrs 7 mos
Previous Registrations
Gimbal Capital Management
February 2010 - July 2018 · 8 yrs 5 mos
State Registrations1 state
MI
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.
David Hodge - Financial Advisor | TrueAdvisor