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DH
CFP · ChFC
DH
CFP · ChFC

David Hudson

Citizens Securities, INC.
20 Years of Experience
Concord, NC
1 DisclosureBroker
View SEC Summary
View SEC Summary

David Hudson is a CFP, ChFC-designated registered investment advisor at Citizens Securities, INC., based in Concord, NC, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Concord, NC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citizens Securities, INC.
March 2023 - Present · 3 yrs 7 mos
Citizens Securities, INC.Broker
March 2023 - Present · 3 yrs 7 mos
Citizens Securities, INC.
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Advice and Planning Services
February 2013 - March 2023 · 10 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2013 - March 2023 · 10 yrs 1 mo
Wells Fargo Advisors, LLCBroker
April 2011 - January 2013 · 1 yr 9 mos
Wells Fargo Advisors, LLC
April 2011 - January 2013 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
January 2011 - April 2011 · 3 mos
Morgan Stanley Smith BarneyBroker
January 2011 - April 2011 · 3 mos
LPL Financial Corporation
January 2009 - November 2010 · 1 yr 10 mos
LPL Financial CorporationBroker
July 2007 - November 2010 · 3 yrs 4 mos
TD Ameritrade, INC.Broker
March 2007 - April 2007 · 1 mo
Linsco/private Ledger CORP.Broker
February 2006 - March 2007 · 1 yr 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth

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.
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