Andrew Hudak, financial advisor Maumee OH
81 score

Andrew Hudak

CRD Number: 5509683
Current Firm: Transamerica Financial Advisors, Inc.

Andrew Hudak (CRD# 5509683) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Toledo Area Small Business Association Toledo, OH Feb 2016 - Current < 1
Epic Toledo Toledo, OH Jan 2015 - Current 1
Ballet Theatre Of Toledo Holland, OH Dec 2013 - Current 3
Wildwood Environmental Maumee, OH Sep 2012 - Current 4
Transamerica Financial Advisors, Inc. Maumee, OH Jan 2012 - Current 4
Debtmerica, LLC Toledo, OH Feb 2011 - Current 5
World Financial Group Maumee, OH Mar 2008 - Current 8
Wildwood Environmental Academy Toledo, OH Oct 2008 - Jul 2012 3
Investment Advisers International, Inc. Maumee, OH Aug 2010 - Jan 2012 1
World Group Securities, Inc. Maumee, OH Mar 2008 - Jan 2012 3
Great Lakes Environmental Academy Toledo, OH Oct 2008 - Aug 2010 1
Springfield Local Schools Holland, OH Nov 2006 - Mar 2009 2
American Income Life Toledo, OH Jun 2007 - Nov 2007 < 1
Toledo Auto Care Toledo, OH May 2007 - Jun 2007 < 1
Washington Wild Things Washington, PA Jun 2005 - Sep 2006 1
Interstate Studio Toledo, OH Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
S63 Uniform Securities State Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Andrew S. Hudak
Phone Number: 727-299-1800
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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