Larry Hudson
Larry Hudson is a registered investment advisor at Tavco Financial Advisory, INC, based in Greenville, NC, with 43 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 53 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tavco Financial Advisory recommends third-party money managers to manage your investments. You'll pay a fee to both Tavco Financial Advisory and the third-party manager. The total fee will not exceed 2% of your portfolio. Tavco Financial Advisory monitors your account to ensure the manager remains suitable. Fees are deducted directly from your account.
Location
Greenville, NC
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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 →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
The Tavenner Company
The Tavenner CompanyBroker
Previous Registrations
W.H. Colson & Associates, INC.
W. H. Colson Securities, INC.Broker
Northeast Securities, INC.Broker
Investors Capital CORP.Broker
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations2 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.