Daniel Hudson, financial advisor Gastonia NC

Daniel Hudson

CRD 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.

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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
Contact Info for Daniel R. Hudson
Phone Number: 972-870-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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