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MH

Michael L. Hudson

FARTHER
Wilmington, NC
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CRD#: 2476619
MH

Professional summary


Michael Lee Hudson, AIF®, who also goes by Mike Hudson, is a registered financial advisor currently at FARTHER located in Wilmington, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Hudson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
01/20/10 - OWNER OF HUDSON WEALTH MANAGEMENT, LLC, ENGAGES IN THE SALE OF FIXED LIFE INSURANCE. LOCATED AT 1427 MILITARY CUTOFF ROAD SUITE 206, WILIMINGTON, NC 28403. SPENDS APPROXIMATELY 2% OF HIS TIME ON THIS BUSINESS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Lee Hudson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

May 16, 2024 - Present

FARTHER

RIA
CRD#: 302050
Wilmington, NC
Past

September 14, 2021 - May 17, 2024

ZERMATT WEALTH PARTNERS

RIA
CRD#: 105736
Wilmington, NC
Past

September 14, 2021 - March 24, 2023

ZERMATT SECURITIES LLC

BD
CRD#: 47502
CHARLOTTE, NC
Past

July 20, 2021 - August 3, 2021

ZERMATT WEALTH PARTNERS

RIA
CRD#: 105736
Wilmington, NC
Past

August 12, 2020 - July 19, 2021

HAYDEN ROYAL

RIA
CRD#: 170037
Wilmington, NC
Past

May 28, 2020 - June 1, 2020

HAYDEN ROYAL

RIA
CRD#: 170037
Wilmington, NC
Past

January 4, 2012 - August 12, 2020

RS WEALTH MANAGEMENT, LLC

RIA
CRD#: 155546
WRIGHTSVILLE BEACH, NC
Past

January 5, 2011 - December 31, 2011

RS WEALTH MANAGEMENT, LLC

RIA
CRD#: 155546
WRIGHTSVILLE BEACH, NC
Past

December 22, 2010 - September 25, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
WRIGHTSVILLE BEACH, NC
Past

December 31, 2001 - December 23, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
WRIGHTSVILLE BEACH, NC
Past

July 20, 2001 - December 23, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
WRIGHTSVILLE BEACH, NC
Past

November 11, 1999 - July 25, 2001

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

June 20, 1994 - November 11, 1999

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(5/16/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information


Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

Regulatory assets under management


Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FARTHER

CRD#: 302050Wilmington, NC

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