Eric William Hodgeson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/1995 → 09/2025
  Avantax Investment Services, Inc.
  Houston, TX
• 05/1996 → 09/2025
  Avantax Advisory Services
  Houston, TX
• 02/2016 → 09/2025
  Avantax Insurance Agency Llc
  Houston, TX
• 08/2016 → Present
  Hfdk Llc
  Houston, TX
• 01/1982 → Present
  Eric Hodgeson Pc
  Houston, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Katy, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1996-05-01 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Houston, TX
  Katy, TX

Other Businesses

1) HFDK LLC POSITION: Member NATURE: Formerly an after school children's drama class. As of the end of 2019 this entity is no longer active. The franchise agreement was terminated with Drama Kids International and no classes have been or will be held. My son who was the only active individual is no longer involved in the activity. The company is shut down. However the shell LLC is still open with the State of Texas. All of this was previously disclosed on the OBA forms when the entity was actually active. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 14825 ST. MARY'S LANE, STE 202, HOUSTON TX 77079, United States DESCRIPTION: Currently and in the future I spend zero time on this business. It is shut down. Since the bank account is closed and there is no cash or other assets I don't even have a bank account with signature authority. Our accountant will still file and annual no activity franchise report with the state of Texas until we dissolve the shell entity. 2) ERIC HODGESON PC POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1982 ADDRESS: 28618 Ravens Prairie Dr, KATY TX 77494, United States DESCRIPTION: accountant

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-22