Advisor at Hudock Capital Group
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Firm
Hudock Capital Group
Location
Williamsport, PA 17701
Credentials
Series 63, Series 65
Industry experience
44 years
Barbara Hudock is a founding partner and Chief Executive Officer of Hudock Capital Group in Williamsport, PA, with 44 years of industry experience. She has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. She serves as a trustee on the finance committee of the Woodcock Foundation for Appreciation of the Arts, advising on investments and distributions to nonprofit arts groups. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm utilizes Modern Portfolio Theory and diversification, with strategies including dividend-yield selection and options, and offers portfolio management through a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.
Based on Hudock Capital Group
Fixed fee for financial planning services generally ranging from $1,000 to $5,000, negotiable.
Commission-based compensation received by registered representatives for securities transactions and insurance commissions from insurance products sold.
$100 to $325 per hour for modular financial planning/general consulting services, negotiable.
Account minimum: $1,000,000
400 Market Street, Suite 200
Williamsport, PA 17701
Pennsylvania
APW Capital, Inc.
2018 - Present (8 years)
Comprehensive Asset Management & Servicing, Inc.
2011 - 2018 (7 years)
Hudock Capital Group, Llc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
CFP®, Series 66
Williamsport, PA
Hudock Capital Group
CFP®, Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Series 65
Williamsport, PA
Hudock Capital Group
Series 65
Williamsport, PA
Hudock Capital Group
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