Unclaimed Profile

Anne Marie Hudick

FEE-ONLY FINANCIAL PLANNING, L.C.·ROANOKE, Virginia

Series 6, Series 63Clean record25 years registeredFEE-ONLY FINANCIAL PLANNING, L.C.

355 CAMPBELL AVENUE SW, ROANOKE, VA 24016CRD# 2045165Firm CRD# 108365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Marie Hudick · ROANOKE, VA

Registration

CRD #2045165 · FEE-ONLY FINANCIAL PLANNING, L.C. · 25 years registered

Brand Profile

Not yet started

Career History

FEE-ONLY FINANCIAL PLANNING, L.C.

Feb 2001 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · February 22, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FEE-ONLY FINANCIAL PLANNING, L.C.

CRD 108365 · SEC 801-60251

AUM

$348M

Regulatory assets under management

Employees

516 client accounts

Services offered by FEE-ONLY FINANCIAL PLANNING, L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FEE-ONLY FINANCIAL PLANNING, L.C. →

Introduction

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Frequently Asked Questions

What services does Anne Marie Hudick offer?

Anne Marie Hudick specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.

What are Anne Marie Hudick's credentials?

Anne Marie Hudick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Marie Hudick located?

Anne Marie Hudick is based in ROANOKE, Virginia, working with FEE-ONLY FINANCIAL PLANNING, L.C.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does Anne Marie Hudick charge for services?

Anne Marie Hudick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pro bono. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FEE-ONLY FINANCIAL PLANNING, L.C.?

FEE-ONLY FINANCIAL PLANNING, L.C. has approximately 3 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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