Blair Hodgson, CFA, CFP®

Metairie, Louisiana, 70001

Member Since 2012

My Location

Years of Financial Experience
- 8
Education
- University of Georgia (BBA - Finance)
Certifications and Designations
- CFA
- CFP®
Association Memberships
- Louisiana Society of Securities Analysts
- New Orleans Estate Planning Council

Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Primary Custodian(s)
- Pershing LLC
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them

Registration & Licensing
- Registered Investment Advisor
- CRD/IARD Number: 4823176
- Insurance Licenses:
Company Names
- Registered Investment Advisor: Ferro Financial, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None

Visit Website - http://www.ferrofinancial.com

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