Brittany Taylor, financial advisor Erie PA

Brittany Taylor

CRD Number: 4599159
Current Firm: Hbks Wealth Advisors

Brittany Taylor (CRD# 4599159) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 20 years of experience in the finance industry. Brittany Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hbk Sorce Financial LLC Erie, PA Dec 2001 - Current 22
Hbk Sorce Advisory LLC Erie, PA Dec 2001 - Current 22
Hbk Sorce Insurance LLC Canfield, OH Dec 2001 - Current 22
Purshe Kaplan Sterling Investments Albany, NY Jan 2009 - Dec 2020 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Brittany L. Taylor
Phone Number: 814-836-5776
Registered State(s):
  • FL
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    5,570
    MILLIONS
  • Total Number of Accounts
    17,566
    ACCOUNTS
  • Average Account Value
    $317,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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