Hbks Wealth Advisors

Hbks Wealth Advisors (CRD# 112139) is a financial advisory firm headquartered in Erie, PA. They manage $5,570,269,830 in 17,566 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,570
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Hbks Wealth Advisors
Showing 21 - 30 of 74 top financial advisors.
21
Gerald W. Hall
CRD#: 2566131
33 Church Street, Second Floor, Fredonia, NY 14063

Gerald Hall (CRD# 2566131) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 29 years of experience in the finance industry.

22
Ryan W. Hawk
CRD#: 4900466
3838 Tamiami Trail North, Suite 201, Naples, FL 34103

Ryan Hawk (CRD# 4900466) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 19 years of experience in the finance industry.

23
Christopher J. Hines
CRD#: 4354939
101 W Elm St, Suite 350, Conshohocken, PA 19428

Christopher Hines (CRD# 4354939) is an Investment Advisor Representative working at Hbks Wealth Advisors in Conshohocken, PA and has over 21 years of experience in the finance industry.

24
Donna L. Kline
CRD#: 2318314
200 Pinewood Lane, Suite 204, Warrendale, PA 15086

Donna Kline (CRD# 2318314) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 25 years of experience in the finance industry.

25
Christine A. Kujan
CRD#: 2503280
235 West 6th Street, Erie, PA 16507

Christine Kujan (CRD# 2503280) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 14 years of experience in the finance industry.

26
Amanda Mahland
CRD#: 5483370
3838 Tamiami Trail North, Suite 202, Naples, FL 34103

Amanda Mahland (CRD# 5483370) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 13 years of experience in the finance industry.

27
Brian W. Mallette
CRD#: 5558454
3838 Tamiami Trail N, Suite 100, Naples, FL 34103

Brian Mallette (CRD# 5558454) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 15 years of experience in the finance industry.

28
Andrea M. Mientkiewicz
CRD#: 4205215
235 West 6th Street, Erie, PA 16507

Andrea Mientkiewicz (CRD# 4205215) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 15 years of experience in the finance industry.

29
Richard C. Morrow
CRD#: 4297229
6603 Summit Drive, Canfield, OH 44406

Richard Morrow (CRD# 4297229) is an Investment Advisor Representative working at Hbks Wealth Advisors in Canfield, OH and has over 22 years of experience in the finance industry.

30
Raymond D. Piccirillo
CRD#: 2087302
235 West 6th Street, Erie, PA 16507

Raymond Piccirillo (CRD# 2087302) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 33 years of experience in the finance industry.

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