Daniel Hudson (CRD# 7434797) is an Investment Advisor Representative working at Avantax Advisory Services in Gastonia, NC and has 1 year of experience in the finance industry.
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
CRD# 5753288
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Oak Financial LLC | Spindale, NC | Jan 2022 - Current | < 1 |
| Avantax Advisory Services | Gastonia, NC | Sep 2021 - Current | < 1 |
| Daniel Hudson | Rutherfordton, NC | Aug 2021 - Current | < 1 |
| Staton Cpa, P.c. | Rutherfordton, NC | Feb 2012 - Current | 10 |
| Word Of Faith Fellowship Inc. | Spindale, NC | Oct 2008 - Jul 2012 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NC
-
Total Assets Under Management34,341MILLIONS
-
Total Number of Accounts111,856ACCOUNTS
-
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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