Lisa Hope Hudson
Investment adviser representative at Osaic Wealth, Inc.
8 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Osaic Wealth, Inc.Jul 2023 to now
- UnemployedMar 2023 to Jun 2023
- LPL FinancialJan 2023 to Mar 2023
- Disys, LLC.Sep 2022 to Dec 2022
- UnemployedJul 2022 to Sep 2022
- Commonwealth Financial NetworkJun 2021 to Jul 2022
- TD Ameritrade, Inc.Aug 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4193148
- Firm CRD
- 23131