A
Hudson

Lpl Financial LLC

CRD#1646819
Investment Advisor
in Woodland Hills, CA
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About this Advisor

A Hudson is a certified financial planner based in Woodland Hills, California, who has been in the advisory business for 15 years. Hudson works at Lpl Financial LLC. During their career, the advisor has held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Lpl Financial LLC. Hudson has Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in California and Colorado. Lpl Financial LLC is a financial advisory company that has its headquarters in Woodland Hills, California. The company has offices in 8,011 locations and a total of 22,703 advisors. It administers $153 billion in total assets across its 680,466 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 899 charities and foundations. Of its 680,466 customer accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually vary depending on the services offered. However, fees charged by Lpl Financial LLC can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5959 Topanga Canyon Blvd Suite 220
Woodland Hills, CA 91367

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

A Hudson Work History

A has 15 years of experience.

2012 - Present (7 years)

Lpl Financial LLC

2011 - 2012 (1 year)

Wells Fargo Advisors LLC

2003 - 2011 (8 years)

Wells Fargo Investments, LLC

Disclosures

A Hudson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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