Shelley Whitnack is a CFP-designated registered investment advisor at Hudock Capital Group, based in Williamsport, PA, with 24 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 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 offers investment management services primarily through a wrap fee program. The fee covers asset management, transaction costs, and custodial/administrative costs. The overall cost may be higher or lower than paying transaction costs separately. A separate Wrap Fee Program brochure explains the program and costs.
Location
400 Market Street, Suite 200, Williamsport, PA, 17701
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
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.