Saundra Hudspeth, financial advisor Yancey TX

Saundra Hudspeth

CRD Number: 2358251
Current Firm: Linden Thomas Advisory Services, LLC

Saundra Hudspeth (CRD# 2358251) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Yancey, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Innovation Partners LLC Charlotte, NC Mar 2024 - Current < 1
Ip Financial Advisory Services LLC Charlotte, NC Mar 2024 - Current < 1
Rvr M&a Partners, LLC Winter Park, FL May 2023 - Current 1
Aspida Investor Services, LLC Durham, NC Oct 2022 - Current 1
Hamptonrock Partners Dallas, TX Jul 2020 - Current 3
Synapse Brokerage LLC San Antonio, TX Oct 2019 - Current 4
Linden Thomas And Company Securities, LLC Charlotte, NC Sep 2018 - Current 5
Dasta Financial, LLC New York, NY Dec 2022 - May 2023 < 1
Z&g Capital Inc. Missouri City, TX Aug 2022 - Aug 2022 < 1
People's Securities, Inc. Bridgeport, CT Jun 2021 - Aug 2022 1
The Securities Group Memphis, TN Jul 2021 - Jun 2022 < 1
Eqx LLC New York, NY Oct 2019 - Jun 2020 < 1
Jardine Lloyd Thompson New York, NY Nov 2018 - Sep 2019 < 1
Rockefeller Financial LLC New York, NY Sep 2018 - Feb 2019 < 1
Nsllc Richardson, TX Dec 2010 - Aug 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Saundra Hudspeth
Phone Number: (704) 554-8150
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,370
    MILLIONS
  • Total Number of Accounts
    6,532
    ACCOUNTS
  • Average Account Value
    $209,681
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, LA, MD, MT, NC, NY, SC, TN, TX, VA, WA

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