Mark Hudec
CRD Number: 1583095Current Firm: United Planners' Financial Services Of America A Limited Partner
Mark Hudec (CRD# 1583095) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Schulenburg, TX and has over 37 years of experience in the finance industry.
CRD# 4568014
Edward Jones
CRD# 6172867
Edward Jones
CRD# 32055
Momentum Independent Network Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners' Financial Services | Scottsdale, AZ | Feb 2011 - Current | 13 |
Mark Hudec Insurance | Sugar Land, TX | Jan 1990 - Current | 34 |
Trilogy Wealth Management | Sugar Land, TX | Apr 2015 - Aug 2023 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1987 |
- TX
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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