Amanda
Phillips

Hudock Capital Group

CRD#5908838
Investment Advisor
in Williamsport, PA

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About this Advisor

Amanda Phillips is a financial advisor who works out of Williamsport, Pennsylvania, with 9 years of industry experience. Phillips is currently employed by Hudock Capital Group. Over the course of their career, they have held roles at Hudock Capital Group, LLC. Phillips holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Pennsylvania and Texas. Hudock Capital Group is a registered investment company based out of Williamsport, PA. It has $633 million in assets across its 2,231 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises 31 charitable organizations. Of its 2,231 customer accounts, 21% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Hudock Capital Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Hudock Capital Group likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 Market Street Suite 200
Williamsport, PA 17701

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Hudock Capital Group Brokerage Details

Total Assets Under Management

$633,441,793

PA Average: $15,833,994,310
Total Number of Employees

15

PA Average: 41
Total Number of Accounts

2,231

PA Average: 3,342
Average Account Size

$283,927

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Amanda Phillips Work History

Amanda has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Hudock Capital Group, LLC

2011 - 2014 (3 years)

Hudock Capital Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hudock Capital Group

John Kolb
Williamsport, PA
Christina Cline
Williamsport, PA
Joshua Yoder
Williamsport, PA
Wayne Dieffenderfer
Williamsport, PA
Amanda Phillips
Williamsport, PA
Shelley Whitnack
Williamsport, PA
Amber Pennycoff
Williamsport, PA
Barbara Hudock
Williamsport, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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