Nancy Hudak (CRD# 1674345) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Scottsdale, AZ and has over 14 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Scottsdale, AZ | Mar 2022 - Current | 1 |
| Mercer Global Advisors Inc. | Scottsdale, AZ | Dec 2020 - Mar 2022 | 1 |
| Mercer Global Advisors Inc. | Scottsdale, AZ | Sep 2015 - Dec 2020 | 5 |
| Mercer Advisors Inc. | Scottsdale, AZ | Sep 2009 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- AZ
- TX
-
Total Assets Under Management35,142MILLIONS
-
Total Number of Accounts76,213ACCOUNTS
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Average Account Value$461,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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