David Wayne Hudson
Investment adviser representative at Osaic Advisory Services, LLC
28 yearsExperience
10 statesRegistered in
PFSDesignation
$15.5BFirm assets
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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
28 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCSep 2021 to now
- Triad Hybrid SolutionsSep 2021 to now
- Legacy Consulting Group, LLCJan 1998 to now
- Triad AdvisorsSep 2021 to Aug 2024
- Money Concepts Capital CorpFeb 2004 to Sep 2021
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 10 states (AL, CO, FL, GA, KY, LA, MI, MN, MS, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4635529
- Firm CRD
- 171070