Christopher Nagel (CRD# 6126380) is an Investment Advisor Representative working at Hbks Wealth Advisors in Conshohocken, PA and has 1 year of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 2432429
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbks Wealth Advisors | Conshohocken, PA | Mar 2020 - Current | 4 |
| Bny Mellon | Philadelphia, PA | Jan 2018 - Mar 2020 | 2 |
| Bny Mellon | Pittsburgh, PA | Jan 2014 - Jan 2018 | 4 |
- PA
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Total Assets Under Management5,570MILLIONS
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Total Number of Accounts17,566ACCOUNTS
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Average Account Value$317,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
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