Daniel Mcclain Hudspeth
Investment adviser representative at Bna Wealth
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$619.8MFirm 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 assetsFixed or flat fee
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.
- Bna WealthJan 2025 to now
- Waverly Advisors, LLCApr 2024 to Dec 2024
- Mcshane PartnersMay 2019 to Dec 2024
- Jessica Ross State FarmDec 2018 to Apr 2019
- Winthrop UniversityAug 2017 to May 2019
- Honda Cars of Rock HillMay 2016 to Nov 2018
- York Technical CollegeJan 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Bna Wealth
Legal name: Bna Wealth, Inc.
$619.8MAssets managed
542Clients
5Advisers
31 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
- 7170972
- Firm CRD
- 39326