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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hudson is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with LPL Financial LLC and is licensed to provide financial advice in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. David specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is also a Certified Financial Planner. David has a strong commitment to providing his clients with personalized service and sound financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
03/18/2022 - Present
LPL Financial LLC (JUPITER FL)
FL
12/24/2015 - 03/18/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE BEACH FL)
FL
06/10/2011 - 12/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
TN
06/01/2007 - 12/18/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
10/28/2003 - 02/12/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
10/28/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
11/06/2001 - 10/28/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MO
10/01/2000 - 10/15/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/06/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MI
07/09/1999 - 02/11/2000
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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