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Michael Lee Hudson

Farther

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About Michael Lee Hudson

Michael Hudson is an investment advisor representative with Farther Finance Advisors. Michael has been in the financial industry for over 20 years and holds Series 6, 7, 24, 63, and 65 licenses. Michael's previous employment history includes Zermatt Securities LLC and LPL Financial Corporation. Michael provides financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Michael Hudson is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hudson’s Registration & Firm History

NC

06/03/2024 - Present

Farther (Wilmington NC)

NC

09/14/2021 - 03/24/2023

ZERMATT SECURITIES LLC (CHARLOTTE NC)

NC

12/22/2010 - 09/25/2019

PURSHE KAPLAN STERLING INVESTMENTS (WRIGHTSVILLE BEACH NC)

NC

07/20/2001 - 12/23/2010

LPL FINANCIAL CORPORATION (WRIGHTSVILLE BEACH NC)

GA

11/11/1999 - 07/25/2001

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

TX

06/20/1994 - 11/11/1999

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Lee Hudson. Review regulatory record here.
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