Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Hudson is a financial advisor with over 20 years of experience in the financial services industry. David is a registered representative of Osaic Advisory Services, LLC. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Personal Financial Specialist designation. David has a strong background in providing financial planning and investment management services to individuals, families, and businesses. David has experience working with clients in a variety of industries and is committed to providing personalized financial solutions that meet the unique needs of each client.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
09/02/2021 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
KY
09/01/2021 - 08/23/2024
TRIAD ADVISORS LLC (Lexington KY)
KY
02/18/2004 - 09/01/2021
MONEY CONCEPTS CAPITAL CORP (LEXINGTON KY)
GA
06/13/2003 - 02/17/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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