Pks Advisory Services, LLC

Pks Advisory Services, LLC (CRD# 125648) is a financial advisory firm headquartered in Albany, NY. They manage $766,929,026 in 2,611 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    767
    MILLION
  • Total Number of Accounts
    2,611
    ACCOUNTS
  • Average Account Value
    $293,730
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Pks Advisory Services, LLC
Showing 1 - 10 of 47 top financial advisors.
1
Joshua N. Adkins
CRD#: 6129179
80 State Street, Albany, NY 12207

Joshua Adkins (CRD# 6129179) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 7 years of experience in the finance industry.

2
Marc A. Agel
CRD#: 2853423
80 State Street, Albany, NY 12207

Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 22 years of experience in the finance industry. Marc Agel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory A. Baldwin
CRD#: 1476397
8800 Se Sunnyside Rd, Suite 213n, Clackamas, OR 97015

Gregory Baldwin (CRD# 1476397) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Clackamas, OR and has over 35 years of experience in the finance industry.

4
Christopher T. Bokmuller
CRD#: 5582525
80 State Street, Albany, NY 12207

Christopher Bokmuller (CRD# 5582525) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 12 years of experience in the finance industry.

5
Roger K. Brinks
CRD#: 6510186
80 State Street, Albany, NY 12207

Roger Brinks (CRD# 6510186) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 5 years of experience in the finance industry.

6
Alexander E. Butters
CRD#: 5597638
Santa Monica, CA

Alexander Butters (CRD# 5597638) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Santa Monica, CA and has over 8 years of experience in the finance industry.

7
Scott M. Cahill
CRD#: 4753094
80 State Street, Albany, NY 12207

Scott Cahill (CRD# 4753094) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 16 years of experience in the finance industry.

8
Lloyd W. Church
CRD#: 2835393
5 Hemphill Place, Suite 220, Malta, NY 12020

Lloyd Church (CRD# 2835393) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Malta, NY and has over 24 years of experience in the finance industry.

9
Dennis R. Colavito
CRD#: 732893
80 State Street, Albany, NY 12207

Dennis Colavito (CRD# 732893) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 36 years of experience in the finance industry.

10
David W. Connors
CRD#: 4023878
80 State Street, Albany, NY 12207

David Connors (CRD# 4023878) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 21 years of experience in the finance industry.

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