Lisa Hope Hudson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2021
  Td Ameritrade, Inc.
  Alpharetta, GA
• 06/2021 → 07/2022
  Commonwealth Financial Network
  Waltham, MA
• 07/2022 → 09/2022
  Unemployed
  Phoenix, AZ
• 09/2022 → 12/2022
  Disys, Llc.
  Tempe, AZ
• 01/2023 → 03/2023
  Lpl Financial
  San Diego, CA
• 07/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 03/2023 → 06/2023
  Unemployed
  Sandy Springs, GA

Previous Registrations

• 2023-03-01 → 2023-03-23
  Lpl Financial Llc
  San Diego, CA
  Phoenix, AZ
• 2021-06-14 → 2022-07-12
  Commonwealth Financial Network
  Johns Creek, GA
• 2015-12-28 → 2021-05-06
  Td Ameritrade, Inc.
  Alpharetta, GA
• 2015-12-28 → 2021-05-06
  Td Ameritrade Investment Management, Llc
  Alpharetta, GA
  Alpharetta, GA

Other Businesses

1. HUDSON HOLDINGS CORP. POSITION: operator / owner NATURE: internet sales. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2024 ADDRESS: 9925 Haynes Bridge Rd., Ste. 200 #485, Alpharetta GA 30022, United States DESCRIPTION: locate different companies to possibly get involved in doing internet sales for. 2. HUDSON HOLDINGS GROUP INC. POSITION: operator / owner NATURE: internet sales. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2024 ADDRESS: PO Box 6, Union City GA 30291, United States DESCRIPTION: locate different companies to possibly get involved in doing internet sales for.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23
• S63 Uniform Securities Agent State Law Examination
  2001-01-31

Other Names

• Lisa H Hudson
• Lisa Hope Hudson
• Lisa Hope Hudson
• Lisa Hudson