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
Jason Nunnery (CRD# 6527723) is an Investment Advisor Representative working at Hbks Wealth Advisors in Stuart, FL and has over 8 years of experience in the finance industry.
Candice Oakley (CRD# 6699838) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 4 years of experience in the finance industry.
George Sanders (CRD# 7332275) is an Investment Advisor Representative working at Hbks Wealth Advisors in Conshohocken, PA and has over 3 years of experience in the finance industry.
Shania Uhteg (CRD# 7014993) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has 1 year of experience in the finance industry.