Andrew Stephen Hudak
Investment adviser representative at LPL Financial LLC
18 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
18 years in the industry.
- LPL Financial LLCNov 2023 to now
- AflacOct 2021 to Nov 2023
- WealthwaveJan 2020 to Nov 2023
- BniNov 2018 to Nov 2023
- Hudak Enterprises, LLCDec 2017 to Nov 2023
- Fist Office Partners, LLCOct 2017 to Nov 2023
- Toledo Area Small Business AssociationFeb 2016 to Nov 2023
- Epic ToledoJan 2015 to Jun 2020
- Ballet Theatre of ToledoDec 2013 to Nov 2023
- Transamerica Financial Advisors, IncJan 2012 to Nov 2023
- Debtmerica, LLCFeb 2011 to Aug 2021
- World Financial GroupMar 2008 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5509683
- Firm CRD
- 6413