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).
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Total Assets Under Management5,570MILLION
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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
Phillip Wilson (CRD# 4174683) is an Investment Advisor Representative working at Hbks Wealth Advisors in Canfield, OH and has over 23 years of experience in the finance industry.
Christopher Zehner (CRD# 4228224) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 23 years of experience in the finance industry.
Victoria Avila (CRD# 7716817) is an Investment Advisor Representative working at Hbks Wealth Advisors in Sarasota, FL and has 1 year of experience in the finance industry.
Benjamin Bannon (CRD# 7292741) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 3 years of experience in the finance industry.
Ethan Berkebile (CRD# 6073909) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has 1 year of experience in the finance industry.
Patrick Brown (CRD# 7334844) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 2 years of experience in the finance industry.
Renee Brunner (CRD# 7145199) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 3 years of experience in the finance industry.
Jennifer Di Lorenzo (CRD# 7379041) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 2 years of experience in the finance industry.
Jonathan Frawley (CRD# 6966387) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 3 years of experience in the finance industry.
Gabriel Gallagher (CRD# 7824290) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has 1 year of experience in the finance industry.