Shelley Whitnack is a CFP-designated registered investment advisor at Hudock Capital Group, based in Williamsport, PA, with 25 years of industry experience. Shelley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 921 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hudock Capital Group provides asset management services primarily through a wrap fee program, combining investment management and transaction costs into a single bundled fee. Portfolio management fees are detailed in a separate wrap fee program brochure, and the firm generally requires a minimum investment of $1,000,000 to open and maintain an advisory account, though this minimum may be waived at their discretion.
Location
400 Market Street, Suite 200, Williamsport, PA, 17701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelley is a violist for the Williamsport Symphony Orchestra, dedicating about 20% of her time. She also works full-time as a Relationship Manager Registered Associate at Hudock Capital Group, LLC and is a musician for Celtic Wood and Wires and Williamsport Wedding Music.
Employment History
Current Registrations
Hudock Capital Group
Apw Capital, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Sentra Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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