William Reed Hodgkins

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 09/2021
  Lpl Financial Llc
  Gunnison, CO
• 06/2020 → 08/2020
  Charles Schwab
  Lone Tree, CO
• 06/2017 → 08/2017
  Crested Butte Mountain Resort
  Crested Butte, CO
• 06/2011 → 05/2020
  Student
  Lake Charles, LA
• 10/2020 → 09/2021
  Colorado West Investments, Inc.
  Gunnison, CO
• 09/2021 → 05/2022
  Colorado West Investments, Inc.
  Gunnison, CO
• 09/2021 → 05/2022
  Lpl Financial Llc
  Gunnison, CO
• 06/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2021-10-01 → 2022-06-15
  Cimarron Wealth Management, Inc.
  Montrose, CO
  Gunnison, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-08-31