Daniel HudsonCRD Number: 7434797
Current Firm: Avantax Advisory Services
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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|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|
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)
- 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
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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