Pks Advisory Services, LLC
Pks Advisory Services, LLC (CRD# 125648) is a financial advisory firm headquartered in Albany, NY. They manage $697,742,374 in 4,457 accounts and serve the financial needs of clients across 41 states (or territories).
-
Total Assets Under Management698MILLION
-
Total Number of Accounts4,457ACCOUNTS
-
Average Account Value$156,550
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Michael Dejulio (CRD# 5168978) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 14 years of experience in the finance industry.
Frank Dyer (CRD# 1395696) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 38 years of experience in the finance industry.
Keith Flood (CRD# 2001256) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 34 years of experience in the finance industry.
John Goldman (CRD# 2980634) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 26 years of experience in the finance industry.
Sharone Hakman (CRD# 4167890) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.
Carol Hynes (CRD# 1553701) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 37 years of experience in the finance industry.
Alex Jefferson (CRD# 2175027) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 32 years of experience in the finance industry.
Harold Jones (CRD# 4438291) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Pompano Beach, FL and has over 22 years of experience in the finance industry.
Carl Kipper (CRD# 4298886) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 23 years of experience in the finance industry.
James Lynch (CRD# 1264243) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 39 years of experience in the finance industry.