Kevin AstryCRD Number: 5368112
Current Firm: Hbks Wealth Advisors
Kevin Astry (CRD# 5368112) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 7 years of experience in the finance industry.
Next Financial Group, Inc.
Park Avenue Securities LLC
Hbks Wealth Advisors
|Purshe Kaplan Sterling Investments||Albany, NY||May 2016 - Current||< 1|
|Purshe Kaplan Sterling Investments LLC||Fredonia, NY||May 2016 - Current||< 1|
|Hbks Wealth Advisors||Fredonia, NY||May 2016 - Current||< 1|
|Hbk Sorce Insurance LLC||Fredonia, NY||May 2016 - Current||< 1|
|Comprehensive Wealth Solutions||Fredonia, NY||Nov 2010 - Current||6|
|Raymond James Financial Services,inc||Fredonia, NY||Nov 2010 - Apr 2016||5|
|Raymond James Financial Advisors, Inc.||Fredonia, NY||Nov 2010 - Apr 2016||5|
|Ameriprise Financial Services, Inc.||Fredonia, NY||Jun 2009 - Oct 2010||1|
|Ameriprise Financial Services, Inc.||Dunkirk/fredonia, NY||Aug 2008 - Jun 2009||< 1|
|Allegheny College||Meadville, PA||Sep 2007 - May 2008||< 1|
|Ameriprise Financial Services, Inc.||Dunkirk, NY||Dec 2007 - Jan 2008||< 1|
|Ameriprise Financial Services, Inc.||Dunkirk, NY||May 2007 - Sep 2007||< 1|
|Shorewood Country Club||Dunkirk, NY||May 2007 - Sep 2007||< 1|
|Northern Chautauqua Soccer Association||Fredonia, NY||Jul 1998 - Aug 2007||9|
|Allegheny College||Meadville, PA||Sep 2006 - May 2007||< 1|
|Shorewood Country Club||Dunkirk, NY||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
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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