David E 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

• 12/2015 → 03/2022
  Lincoln Financial Advisors Corporation
  Jacksonville Beach, FL
• 03/2022 → Present
  Lpl Financial Llc
  Jacksonville Beach, FL

Previous Registrations

• 2015-01-05 → 2022-03-18
  Osaic Fa, Inc.
  Jacksonville, FL
  Jacksonville Beach, FL
  Jacksonville, FL
• 2011-07-11 → 2015-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 2007-06-19 → 2008-12-18
  Morgan Keegan & Company, Llc
  Jacksonville, FL
  Jacksonville, FL
  Birmingham, AL
• 2004-03-16 → 2007-02-12
  Osaic Fa, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1) 02/18/2022 - Coast to Coast Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/11/2022 - Consilium Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/14/2022 - 4 Hours Per Month/4 Hours During Securities Trading. 3) 07/06/2026 - Waypoint Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-07-08
• S65 Uniform Investment Adviser Law Examination
  2004-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-07-09

Designations

• Certified Financial Planner

Other Names

• David Elra Hudson