Scott Cross (CRD# 3155528) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 18 years of experience in the finance industry.
CRD# 1146236
Raymond James Financial Services Advisors, Inc.
Score
96
CRD# 1419145
H. Beck, Inc.
Score
96
CRD# 202975
Northwest Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling | Albany, NY | Jan 2009 - Current | 8 |
| Hbk Sorce Advisory LLC | Erie, PA | Sep 2006 - Current | 10 |
| Hbk Sorce Financial LLC | Erie, PA | Sep 2006 - Current | 10 |
| Securities America, Inc. | Erie, PA | Aug 1998 - Dec 2008 | 10 |
| Hbk Sorce Advisory LLC | Erie, PA | Jul 2006 - Sep 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 1999 |
- NE
- PA
-
Total Assets Under Management1,836MILLIONS
-
Total Number of Accounts6,823ACCOUNTS
-
Average Account Value$269,095
- 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
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