Lisa
Hudson
Washington Trust Advisors
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About this Advisor
Lisa Hudson is a financial advisor who works in Wellesley Hills, Massachusetts with a total of 1 year of relevant experience. Hudson is an employee of Washington Trust Advisors. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Trcg Advisors, People'S United Bank, The Washington Trust Company Of Westerly and Washington Trust Advisors, Inc. Hudson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Washington Trust Advisors is a registered investment business that has its headquarters in Wellesley Hills, MA. The company has a total of 27 advisors. It has $2 billion in assets between its 749 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 46 charitable organizations. Of its 749 accounts, 52% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice largely are based on the services. Fees charged by Washington Trust Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Washington Trust Advisors Brokerage Details
$1,757,126,043
27
749
$2,345,963
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Lisa Hudson Work History
Lisa has been registered as a financial advisor for 1 years.*
The Washington Trust Company Of Westerly
Washington Trust Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, Na
Trcg Advisors
People'S United Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Hudson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Washington Trust Advisors
Wellesley Hills, MA
New Haven, CT
New Haven, CT
Wellesley Hills, MA
Wellesley Hills, MA
New Haven, CT
Providence, RI
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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