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David Paul Hudson

Charles Schwab & CO., Inc.

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About David Paul Hudson

David Paul Hudson is a registered representative of Charles Schwab & CO., Inc., with a professional focus on investment management. David has been in the industry for over 10 years and has a broad range of experience in the financial services industry. David is licensed in numerous states, including California, Texas, and Arizona, and holds licenses that permit him to offer a variety of investment products and services. In addition to his financial services career, David is an active participant in travel baseball and little league organizations, where he serves as an umpire.

Firm Information

David Hudson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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David Hudson’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (San Diego CA)

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Licenses & Designations

BOTH

Issued 10/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Paul Hudson.
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