Otis Hudson
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Otis Hudson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- Bank of America, N.A.Dec 2019 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Jul 2024
- Kelley School of BusinessAug 2017 to Aug 2019
- Morgan Stanley Private Bank, National AssociationApr 2017 to Nov 2019
- Morgan StanleyDec 2016 to Nov 2019
- UnemployedOct 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6531605
- Firm CRD
- 19616