Wilburn Joel Hudson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2013 → 08/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2013 → 08/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2024 → Present
  Lpl Financial Llc
  Dalton, GA

Previous Registrations

• 2013-11-12 → 2024-09-09
  Cambridge Investment Research Advisors, Inc.
  Dalton, GA
  Dalton, GA
  Dalton, GA
• 2012-10-04 → 2013-11-12
  Resource Horizons Investment Advisory, Inc.
  Dalton, GA
• 2011-10-12 → 2012-09-20
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 2009-07-16 → 2011-04-12
  Edward Jones
  St Louis, MO
  Dalton, GA
  Dalton, GA
  Dalton, GA

Other Businesses

1 - 08/2024 - Real Estate Rental - Real Estate Rental - Inv Related - 1 Hour/Month - GA 30721 - OBA Start Date: 09/01/2014. 2 - 08/2024 - Foundation Wealth & Resource Management, LLC - Business Entity for Tax/Investment Purposes Only - Not Inv Related - GA 30720 - OBA Start Date: 09/11/2011. 3 - 08/2024 - Notary - Notary - Inv Related - 0.01 Hour/Month - OBA Start Date: 05/30/2021. 4 - 08/2024 - FoundationWealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 5 - 08/2024 - Insurance - Non-Variable Insurance - Inv Related - 1 Hour/Month - GA 30720 - OBA Start Date: 08/26/2024. 6) 01/30/2025 - Wilburn Hudson - Not Investment Related - Other - Air Plane Rentals - Dalton, GA - Start Date:01/31/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-03

Designations

• Certified Financial Planner

Other Names

• Joel Wilburn Hudson
• Wilburn Joel Hudson
• W. Joel Hudson