Alex Hudak
Alex Hudak is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bozeman, MT, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1482 N 15th Avenue, Suite 1, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alex is an officer (President) of Hudak & Associates, Inc. since 2015 and an owner of Hudak Financial Strategies since 2018, both support companies. Alex spends minimal time on each of these businesses, which are not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Waddell & Reed, INC.Broker
State Registrations21 states
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