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
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.
Tyler Holes (CRD# 7545975) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has 1 year of experience in the finance industry.
Nicole Jackmack (CRD# 7364102) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 2 years of experience in the finance industry.
Jason Klein (CRD# 7293663) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has 1 year of experience in the finance industry.
Rebekah Lacorte (CRD# 7050248) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 3 years of experience in the finance industry.
Gina McCord (CRD# 2455588) is an Investment Advisor Representative working at Hbks Wealth Advisors in Stuart, FL and has over 30 years of experience in the finance industry.
Dakota Mezzacapo (CRD# 7327617) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 3 years of experience in the finance industry.
Jessica Morrow (CRD# 7731642) is an Investment Advisor Representative working at Hbks Wealth Advisors in Canfield, OH and has 1 year of experience in the finance industry.
Robert Nabel (CRD# 6869386) is an Investment Advisor Representative working at Hbks Wealth Advisors in Holdmel, NJ and has over 5 years of experience in the finance industry.
Christopher Nagel (CRD# 6126380) is an Investment Advisor Representative working at Hbks Wealth Advisors in Conshohocken, PA and has 1 year of experience in the finance industry.