David Hudson
David Hudson is a CFP, ChFC-designated registered investment advisor at Citizens Securities, INC., based in Westwood, MA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
200 Station Drive, Westwood, MA, 02090
Get directionsHistory
Regulatory History (2)
Financial
September 2016Customer Dispute
November 2011Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
LPL Financial Corporation
LPL Financial CorporationBroker
TD Ameritrade, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations1 state
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.