Charles Hudelot is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 10 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
Seattle, WA
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations51 states
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
More Advisors
- Khoi CungD.A. Davidson & CO.
- Bradley Stewart, CFAD.A. Davidson & CO.
- Keith MalekD.A. Davidson & CO.
- James Ragan, CFAD.A. Davidson & CO.
- Eli Sanders, CFAD.A. Davidson & CO.
- Jeffrey Hume, CFAD.A. Davidson & CO.