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Liam Samuel Hudler

Tiaa-Cref Individual & Institutional Services, LLC

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About Liam Samuel Hudler

Liam Samuel Hudler is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Liam has been in the industry since June 27, 2020. Liam is licensed in California, Colorado, Idaho, Nevada, New Hampshire and Oregon. Liam has passed the Series 66, Series 7TO and SIE exams. Previously, Liam worked at TD Ameritrade, Inc. and Charles Schwab & Co., Inc.. Liam's previous employment history also includes positions at Oswego Wealth Management, Hilton Hotels, Northwestern Mutual, Lil Cooper's Town, University of Oregon, LPL Financial LLC and Charles Schwab Bank, SSB.

Firm Information

Liam Hudler is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Liam Hudler’s Registration & Firm History

NV

08/10/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (RENO NV)

NV

01/05/2022 - 06/13/2023

TD AMERITRADE, INC. (Reno NV)

NV

07/22/2020 - 01/05/2022

CHARLES SCHWAB & CO., INC. (Reno NV)

OR

02/27/2020 - 05/11/2020

LPL FINANCIAL LLC (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 11/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Liam Samuel Hudler.
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