Haden Dudley
Haden Dudley is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Roanoke, VA, with 46 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
110 Franklin Road SE, Suite 500, Roanoke, VA, 24011
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2004Customer Dispute
March 2000Other Business Activities
Haden is a Sunday School teacher at St John's Episcopal Church, teaching 5th, 6th, and 7th graders. This activity is not investment related, uncompensated, and takes a few hours per week.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
J.C. Bradford & CO.Broker
State Registrations12 states
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.