William James Hudnall
Investment Adviser Representative at PCG Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William James Hudnall is an investment adviser representative with PCG Wealth Management in Kansas City, MO, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Symphonic Financial Advisors LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
6 states and territories
Florida, Iowa, Kansas, Missouri, Nebraska, Oklahoma
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Symphonic Financial Advisors, LLC & Symphonic Securities, LLCSep 2022 – Jan 2023Kansas City, MO
- William Hudnall - Attorney at LawJan 1999 – no end date reportedKansas City, MO
- Symphonic Financial Advisors, LLC & Symphonic Securities, LLCJan 2023 – Nov 2023Kansas City, MO
- LPL Financial LLCNov 2023 – no end date reportedKansas City, MO
- PCG Wealth Management, LLC (DBA PCG Wealth Strategies)Nov 2023 – no end date reportedKansas City, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PCG Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
PCG offers income distribution planning built for tax efficiency, risk management planning, and customized financial strategies developed with advisors. They also provide calculators, tax resources, and a glossary.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Overland Park, KS
- SEC file number:
- 801-112183
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at PCG Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William James Hudnall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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