William HudsonCRD Number: 3001548
Current Firm: Hudson Advisor Services, Inc.
William Hudson (CRD# 3001548) is an Investment Advisor Representative working at Hudson Advisor Services, Inc. in Potomac, MD and has over 21 years of experience in the finance industry. William Hudson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Hudson Advisor Services, Inc.||Potomac, MD||Apr 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2001|
Total Assets Under Management279MILLIONS
Total Number of Accounts558ACCOUNTS
Average Account Value$499,834
- A percentage of assets under your management
- Hourly charges
- 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)
CA, CT, FL, MD, NH, NY, VT
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