Shelley Whitnack, financial advisor Williamsport PA
96 score

Shelley Whitnack

CRD Number: 3095445
Current Firm: Hudock Capital Group, LLC

Shelley Whitnack (CRD# 3095445) is an Investment Advisor Representative working at Hudock Capital Group, LLC in Williamsport, PA and has over 15 years of experience in the finance industry. Shelley Whitnack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management & Sevicing, Inc. Parsippany, NJ Mar 2011 - Current 5
Hudock Capital Group, LLC Williamsport, PA Mar 2010 - Current 6
Wachovia Securities Financial Network, Llc (11025) Williamsport, PA Apr 2009 - Mar 2011 1
Princor Financial Services Corporation (1137) Medford, OR Jun 2001 - Apr 2009 7
Principal Life Insurance Medford, OR Jun 2001 - Apr 2009 7
Densmore Ins. & Fin Plng Inc. Medford, OR May 2000 - Apr 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Shelley S. Whitnack
Phone Number: 570-326-9500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    434
    MILLIONS
  • Total Number of Accounts
    1,814
    ACCOUNTS
  • Average Account Value
    $239,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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