Sarah Garnica-Saldana (CRD# 7393152) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has 1 year of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Hbk Sorce Insurance LLC | Erie, PA | Feb 2023 - Current | 1 |
Hbks Wealth Advisors | Erie, PA | Jan 2022 - Current | 2 |
Barnes And Noble College | Erie, PA | Sep 2021 - Jan 2022 | < 1 |
The Pennsylvania State University | Erie, PA | Oct 2019 - Jan 2022 | 2 |
The Pennsylvania State University - Behrend College | Erie, PA | Aug 2018 - Dec 2021 | 3 |
Cuna Mutual Group | Madison, WI | Jun 2021 - Aug 2021 | < 1 |
El Amigo Mexican Grill | Erie, PA | Mar 2016 - May 2021 | 5 |
Seneca High School | Erie, PA | Aug 2014 - Jun 2018 | 3 |
Wattsburg Area Middle School | Erie, PA | Nov 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- PA
-
Total Assets Under Management5,570MILLIONS
-
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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