Andrew Hudak, financial advisor Toledo OH

Andrew Hudak

CRD Number: 5509683
Current Firm: Lpl Financial LLC

Andrew Hudak (CRD# 5509683) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Toledo, OH Nov 2023 - Current < 1
Aflac Columbus, GA Oct 2021 - Nov 2023 2
3815 South Atlantic Avenue Unit Daytona Beach Shores, FL Mar 2021 - Nov 2023 2
Wealthwave Maumee, OH Jan 2020 - Nov 2023 3
Bni Sylvania, OH Nov 2018 - Nov 2023 5
Hudak Enterprises, LLC Temperance, MI Dec 2017 - Nov 2023 5
Fist Office Partners, LLC Daytona Beach Shores, FL Oct 2017 - Nov 2023 6
Toledo Area Small Business Association Toledo, OH Feb 2016 - Nov 2023 7
Ballet Theatre Of Toledo Holland, OH Dec 2013 - Nov 2023 9
Transamerica Financial Advisors, Inc. Maumee, OH Jan 2012 - Nov 2023 11
World Financial Group Maumee, OH Mar 2008 - Nov 2023 15
Debtmerica, LLC Toledo, OH Feb 2011 - Aug 2021 10
Epic Toledo Toledo, OH Jan 2015 - Jun 2020 5
Wildwood Environmental Maumee, OH Sep 2012 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Andrew S. Hudak
Phone Number: 704-733-3300
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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
  • Pension consulting services
  • 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, WY

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