Shelley Sue Whitnack
Investment adviser representative at Hudock Capital Group
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Apw Capital, Inc.Jan 2018 to now
- Hudock Capital Group, LLCMay 2012 to now
- Comprehensive Asset Management & Sevicing, Inc.Mar 2011 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hudock Capital Group
Legal name: Hudock, Inc.
$1BAssets managed
921Clients
9Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3095445
- Firm CRD
- 149255