TrueAdvisor
TrueAdvisor
LH
LH

Larry Hudson

Tavco Financial Advisory, INC
43 Years of Experience
Greenville, NC
Broker
View SEC Summary
View SEC Summary

Larry Hudson is a registered investment advisor at Tavco Financial Advisory, INC, based in Greenville, NC, with 43 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 53 clients with $10M in assets under management.

Tavco Financial Advisory, INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
53 clients
Average Client Portfolio
$198K average
Assets Under Management
$10.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $250K1.25%
$250K - $1.0M0.75%
$1M+0.75%

Schedule reflects fees for the Orion Solutions Program. Capital Group accounts are charged a flat 0.75%. Total combined fees including third-party managers will not exceed 2%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Greenville, NC

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Larry is the owner of Danny's Cleaning Service, an independent contractor providing janitorial services, starting in January 2020. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Tavco Financial Advisory, INC
March 2018 - Present · 8 yrs 7 mos
The Tavenner Company
January 2018 - Present · 8 yrs 9 mos
The Tavenner CompanyBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
W.H. Colson & Associates, INC.
November 2013 - December 2017 · 4 yrs 1 mo
W. H. Colson Securities, INC.Broker
September 2002 - December 2017 · 15 yrs 3 mos
Northeast Securities, INC.Broker
January 2002 - September 2002 · 8 mos
Investors Capital CORP.Broker
January 1997 - December 2001 · 4 yrs 11 mos
Walnut Street Securities, INC.Broker
June 1996 - December 1996 · 6 mos
North American Management, INC.Broker
October 1988 - June 1996 · 7 yrs 8 mos
First American National Securities, INC.Broker
March 1983 - October 1988 · 5 yrs 7 mos
State Registrations2 states
MONC
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Greenville, NC →All financial advisors in North Carolina →